Our Terms of Use and Privacy Policy have changed. We think you'll like them better this way.

Growing a 401k Practice

  • Broadcast in Business
The 401k Study Group

The 401k Study Group


Follow This Show

If you liked this show, you should follow The 401k Study Group.

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!

Facebook comments

Available when logged-in to Facebook and if Targeting Cookies are enabled