401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.
Episodes
Friday Oct 08, 2021
Friday Oct 08, 2021
- Federal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most.
- Brett tells a very long story about how somebody gave him beer in an RV.
- Solving your customers needs when it requires the plan sponsors to participate.
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