Should we pay attention to PEP 401(k) Plans? Special Guest Brendon Moore
The 401(k)lub POD10 Heinä 2020

Should we pay attention to PEP 401(k) Plans? Special Guest Brendon Moore

The SECURE Act approved the new PEP or Pooled Employer Plan option for 2021. I wanted to explore this new option with Brendon Moore, and advisor out of Hartford Connecticut. He is working to launch a PEP in January 2021. Listen in as we discuss the good and bad of this new plan option. We both agree if you are a 401(k) advisor, you better start talking about this option now even if you don't plan to offer them.

Make sure to get to the (k)lub Sesh!!

https://www.401jake.com/sesh

Jaksot(59)

Modern Content Creation with Lara Acosta from LA Digital

Modern Content Creation with Lara Acosta from LA Digital

Lara is crazy sharp when it comes to content and social media algorithms. We cover ideas to hopefully light a fire under your a$$ to take some action. Connect to Lara here: https://www.linkedin.com/i...

22 Heinä 202221min

Start Selling Compliance on YOUR Vision!

Start Selling Compliance on YOUR Vision!

Too many times I hear our industry blame compliance. We need to change this and it starts with you. Make the sale to compliance on the vision you have and why it's necessary that you produce content f...

30 Kesä 20227min

Venrollment with Justin Tarantin

Venrollment with Justin Tarantin

Helping employees enroll is a critical part of every 401(k) plan. Now with more employees working remote the old fashioned cafeteria meetings are dying quick. And what about the new employees who aren...

24 Kesä 202230min

Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

Connect with Anthony here. Join the 401(k)lub here.

25 Kesä 202135min

Jeanne Fisher - The ROTH 401(k) Battle

Jeanne Fisher - The ROTH 401(k) Battle

Um... if you don't follow Jeanne where have you been? She is the 💣. See you in the 401(k)lub!

4 Kesä 202140min

Good Advisors Finish First with John Stadtmueller

Good Advisors Finish First with John Stadtmueller

Connect with John here. Follow #goodadvisorsfinishfirst Get in the 401(k)lub!

28 Touko 202142min

How to help more Dentists with Dr. Dan Nelson DMD

How to help more Dentists with Dr. Dan Nelson DMD

If you have any dentists whop would like to improve their practice, check out Dr. Dan's Elevation Association.

21 Touko 202127min

Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder

Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder

Connect with Dan Harding here. Join the 401(k)lub here

30 Huhti 202130min

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