• 401(k) 411

  • Apr 14 2021
  • Length: 51 mins
  • Podcast

401(k) 411

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  • Summary

  • How do business owners sort through all the decisions of players involved in implementing a workplace retirement plan for their organization? Here to demystify the employer-sponsored retirement plan is Eric Burnside, VP and director of business development of independent retirement, a third-party administrator, and Bonie Treichel co-founder and chief operations officer of Zoona, a national finance and benefit consulting firm.  I found Eric and Bonie to be really refreshing in demystifying the process and clearly explaining how operators in the SMB space can make these decisions with confidence.

    Resources/Links Mentioned in this episode:

    • The K-Curve and the Value of Frameworks
    • Retirement Plan Service Providers Graphic

    Sponsors: First Generation Advisors & First Generation Financial
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