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Growing a 401k Practice

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The 401k Study Group

The 401k Study Group

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Ryan Mumy, CFP, AIF® joins me on the show today to discuss how he has grown his qualified plan business by using the team approach.

Ryan's Qualified Retirement Plan division  works closely with plan sponsors & CPA Audit firms to ensure compliance with the new (and old) ERISA & Department of Labor requirements. In many cases they can lower the workload required at the company level, limit the liability a Responsible Plan Fiduciary can face, & reduce a plan's overall cost.

Join us to learn how he has done it!
 

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