The 401k Study Group

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Please join me as I chat with David Donaldson about the addition of TPA Serverices to his already robust ERSIA Smart Services. David is a Former DOL Senior Investigator, industry expert and frequent speaker and consultant on all... more

Join me as I chat with Joe Reese, QPFC, AIF as we discuss the change from funds, fees and fiduciary discussions to retirement readiness. Has the market tired of hearing about expenses and invetstments. What is the determining factor... more

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... more

Join me and Jason Grantz, QPA, AIFA as we discuss the challenges Advisors face when working with carriers in the DC Space. Can you differentiate yourself by not taking on all comers? Is choosing the right client and right partner... more

Join me as Matt Halloran and I discuss the keys to verbal and non-verbal communictions skills. Matt is the President of Top Advisor Coaching and a frequent key not speaker at industry events. Improving communications skills is... more

Join me as I chat with John Marion about recent upgrades and enhancemtents for Financial Advisors.

Join me as I chat with Michael A. Frederick, President of Virtual Retirement Solutions as we discuss how implementing virtual assistants can improve your retirement plan practice.

Join me as I chat with fellow Financial Advisor Russ Thornton as we discus what real life events have shaped the way his practice works. Russ is from the Greater Atlanta area but practices in a number of States. He writes frequently on... more

Please join me as I discuss the ins and outs of 401k Investment Committees with Ary Rosenbaum. Ary is an ERISA Attorney and a frequent contributor to our show and to The 401k Study Group.

Join me as I discuss a recent reserch report co-Authored by LeAndra Foster. The content will include how large and small companies can measure the adequac of their employee benefits. We will also discuss the findings and methods... more

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