The Retirement AuthoritiesAuthor: ABG Rocky Mountain
Join us as we interview leaders in the retirement space who thrive on the front lines of industry trends & regulations. From plan design, fee disclosure, technology, & service standards - we are your Retirement Authorities. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
Listen Now...
What does it mean to sponsor a 401(k) plan?
Episode 18
Monday, 7 December, 2020
Joining us on the podcast this week, Brad Boyle and Chelsea Walker of ABG Rocky Mountain discuss what it means to start a 401(k) plan and what having a solid TPA/Recordkeeping in your back pocket can do for your business. #recordkeeper #plandocumentation #regulations #retirement #financialplanning #investmentmanagement #3(38) #financialadvisors #3(16) #fiduciary #responsibility #employeebenefits #bottomline #retention