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Grant Ellis

401(k) plan advisor and retirement industry expert

2 appearances First Jun 2025 Latest Nov 2025

Quotes

“I don't view it as a good or a bad thing, it just is.”

Record Keeper Switches & MVAs: Ellis, Moody, Itzoe | Retireholics

“There's going to be a challenge in just being able or being willing to list out all of the conflicts of interest.”

Record Keeper Switches & MVAs: Ellis, Moody, Itzoe | Retireholics

Episodes (2)