How YOU need to react to the CalSavers program with Tom Frost.
The 401(k)lub POD29 Syys 2020

How YOU need to react to the CalSavers program with Tom Frost.

Tom Frost is a 401(k) advisor is southern California doing something super valuable and honestly very unique. He is the founder of The 401(k) Plan Company. His mission is simple, to help employers provide a better solution and avoid the expensive penalties for not offering a retirement plan. The problem is, there are over 750,000 employers in California alone and he needs more help. Check out his great ideas he is executing.

More information on the SECURE ACT and it's impact in California.

Look for more information on your specific state here!

Cycling (k)its Here

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.

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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

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