How to review 401(k) record-keepers.

How to review 401(k) record-keepers.

A HUGE value you must bring to the table in your advisor role is knowing which record-keepers to recommend. In this episode I discuss the key points to review and consider when you start to look for a better home for your 401(k) plans. You must consider the service, technology and pricing. A small fee difference could lead to you loosing or keeping a plan when you don't value the other important aspects.


https://www.401jake.com/

You can find me all over social media too:

Linkedin: https://www.linkedin.com/in/jakerushton/

Instagram: https://www.instagram.com/401jake/

Facebook: https://www.facebook.com/401jake

Twitter: https://twitter.com/jakerushton

TikTok: @jakerushton401k


Episoder(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 Jul 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 Jun 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 Jun 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 Jun 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 Jun 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 Mai 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 Mai 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 Apr 202130min

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