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Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan

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Manage episode 270123731 series 1174728
Content provided by Greg Farrall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Farrall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.
  continue reading

65 episodes

Artwork
iconShare
 
Manage episode 270123731 series 1174728
Content provided by Greg Farrall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Farrall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.
  continue reading

65 episodes

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