401(k) 411
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401(k) 411
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About this listen
How do business owners sort through all the decisions of players involved in implementing a workplace retirement plan for their organization? Here to demystify the employer-sponsored retirement plan is Eric Burnside, VP and director of business development of independent retirement, a third-party administrator, and Bonie Treichel co-founder and chief operations officer of Zoona, a national finance and benefit consulting firm. I found Eric and Bonie to be really refreshing in demystifying the process and clearly explaining how operators in the SMB space can make these decisions with confidence.
Resources/Links Mentioned in this episode:
- The K-Curve and the Value of Frameworks
- Retirement Plan Service Providers Graphic
Sponsors: First Generation Advisors & First Generation Financial
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