The Magical Staircase of 401k - Retireholiks #17
Show notes
While at the Excel 401k advisor conference in Las Vegas, Chad discusses his staircase of funding for 401k plans. Retireholiks #17!
https://youtu.be/Qz-2NRqG__4?t=2m22s
JD has also blogged about this, if you want to download the point of sale handout and have a look.
https://four01k.com/2017/01/24/the-magic-staircase-of-401k/
Later in the show, the Retireholi(k)s discuss 'PLANSPONSOR 2016 Recordkeeping Survey' and what they think of the top 6 recordkeepers.
https://youtu.be/Qz-2NRqG__4?t=13m43s
http://www.plansponsor.com/2016-Recordkeeping-Survey/?type=top
Beer of the episode: Captain's Daughter | Grey Sail Brewing of Rhode Island (Thank you Julie Casey from The Pension Studio!)
Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298
https://youtu.be/Qz-2NRqG__4?t=2m22s
JD has also blogged about this, if you want to download the point of sale handout and have a look.
https://four01k.com/2017/01/24/the-magic-staircase-of-401k/
Later in the show, the Retireholi(k)s discuss 'PLANSPONSOR 2016 Recordkeeping Survey' and what they think of the top 6 recordkeepers.
https://youtu.be/Qz-2NRqG__4?t=13m43s
http://www.plansponsor.com/2016-Recordkeeping-Survey/?type=top
Beer of the episode: Captain's Daughter | Grey Sail Brewing of Rhode Island (Thank you Julie Casey from The Pension Studio!)
Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298
