Retireholics - 401k Plan Industry Show for Advisors
Business:Investing
401k industry legend Sal Tripodi came on the show to close out the 20th Annual Hawaiian ERISA Update seminar. We talk Secure Act expansion of Safe Harbor rules. What can be done to get the younger generation to save more, how bigger fund menus might be a mistake, and what TPA's should ready themselves for introduction of Open MEP (Multi Employer Plan).
Thank you to PensionPro, Millennium Trust, Penchecks, Spectrum Pension Consultants, Inc. for having us out!
Retireholics - Secure 2.0 - Beagle - Tax Credit Calculators
Michelle Richter on Retireholics
David Donaldson - Former DOL Investigator
Onstage at the American Trust Conference - Guest: John Moody
Founder & CEO at Ubiquity Retirement
Chief of Police - Ryan Johansen
David Blanchett - Retireholics
Leah Sylvester
Carl Engstrom - Plaintiff’s Attorney
John Sullivan - 401k Specialist
Eric Phillips from Human Interest
Keith Gredys
William Hackler at Wealth@Work 2021 in Nashville
Laura Rogers of OneDigital
Daniella Moiseyev with the Retireholics during Wealth@Work 2021
Chris Panagiotu of CAPitalize Your Finances
Erin Hall - Retirement Plan Advisor Summit
Nevin & Fred have a podcast!
Brett Shofner - Live@Chicago Institutional Investor RPAS Conference
Ross Marino - Wealth @ Work Conference
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