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David Kulchar
TAPO Talks
English - July 08, 2021 15:00 - 9 minutes - 6.33 MB - ★★★★★ - 1 ratingInvesting Business tapo talk john sullivan j.p. morgan excel 401k Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Syed Nishat
This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with Oswald Financial. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan sponsor case of which he’s particularly proud.