Retireholics - 401k Plan Industry Show for Advisors
Business:Investing
What is a "custodian" for a retirement plan? Now that the DOL is now auditing the cybersecurity of plans and want information involving cybersecurity from vendors and plan fiduciaries, are we safe from hackers? Jania Stout drops in to thank everybody for all their donations to the Leukemia & Lymphoma Society. We play JD's "one of these things doesn't belong" game, which is absolutely pointless for a podcast listener.
Jeanne Fisher shares her 401k marketing secret sauce
Thomas Clark - PPP Pittfalls for Plans
Sal Tripodi - The ERISA God!
Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic
Steps for Financial Advisors to take online.
Coronavirus Impact on Recordkeepers
401k's future, better with Trump or Biden?
Alex Assaley AIF - Talking to your clients in a pandemic.
Rick Unser - What a post pandemic 'Point of Sale' meetings should look like.
Sheltering In Place - Guest: Nevin Adams
Jania Stout - Sheltering In Place - Retireholi(k)s
Sal Tripodi - 20th Annual Hawaii ERISA update Seminar
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