The MEGA 401(k) plan experience with Klodian Mitri

The MEGA 401(k) plan experience with Klodian Mitri

My good buddy Klodian finished up 8 years as a consultant for Deloitte. He is a triple major CPA with a ton of experience looking to make his next move. As a pro elite Ironman triathlete he knows how to push it and not take no for an answer. I was fascinated to hear how he managed his 401(k). It seems the larger the plan the less personal touch there is. I'm working to change that and improve how experienced and educated employees like Klodian deserve more to help with retirement planning.

Connect with Klodian here:

Linkedin: https://www.linkedin.com/in/klodian-mitri-cpa-99088092/

Insta: https://www.instagram.com/klodiangosling/


Also don't miss out on the next (k)lub Sesh on July 17th . We are covering recordkeeper due diligence. https://www.401jake.com/sesh

Avsnitt(59)

Modern Content Creation with Lara Acosta from LA Digital

Modern Content Creation with Lara Acosta from LA Digital

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22 Juli 202221min

Start Selling Compliance on YOUR Vision!

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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...

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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...

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

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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!

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

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

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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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