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Top Shelf Un-Conflicted Retirement Plan Support

  • Broadcast in Business
The 401k Study Group

The 401k Study Group


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Today I chat with Jeff Feld, CPA - Principal of Alliance Pension, LLC. Jeff has served on the Employee Benefits Committee of the Illinois CPA Society for over ten years and is also an Associate Professional Member of the American Society of Pension Actuaries. He has provided guidance and professional perspective to the top management of Charles Schwab through his selection to serve on their national Advisory Board. He frequently speaks at professional seminars and writes articles focusing on 401(k) issues, fee disclosure and other benefit plan topics. We will be discussing what top shelf plan retirement plan support should look like to an Advisor and a Plan Sponsor.  Jeff will also chat about betting early on technology and how that has improved the level of service that Alliance can provide.