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Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan
Money Matters with Greg
English - August 21, 2020 00:00 - 22 minutes - 15.5 MB - ★★★★★ - 12 ratingsInvesting Business farrall money finance stocks bonds real Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?
Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.