Engaged Pod with 401JA(k)E

In this episode we dig into why you should really read every word in your 401(k) provider service contract. They are often full of small details you need to be aware of. Here at Strategic Retirement Partners, we have one of the most experienced experts, Craig Dewey,  who enjoys studying these contracts to verify you aren't missing the important details. If you would like a second opinion on your 401(k) agreements, send an email to Craig at craigd@srpretire.com. 

Many of your employees may be distracted from their work due to financial concerns. Over the past 3 years we have seen some dramatic changes to our economy. We noticed these concerns come up in many of our 401(k) education and enrollment meetings. We felt it was necessary to build a team of experts to serve these individuals. The SRP WELLth team is comprised of many experienced individuals, many with the Certified Financial Planner or CFP designation. Today we spent some time with Garrett Leet and Mario Echevarria, CFP®. They walk through how they have helped employees just like yours.   You can schedule time with them here.

Watch this to get a quick update on what could be impacting your 401(k) and other investment accounts. We dive into the micro and macro economic factors making things a little unusual.

There is an increase on value and expertise when you work with a specialist. The amount of due diligence and problems they solve are typically much more valuable to your committee. Check out this episode to learn why.    Connect with Mike here: https://www.linkedin.com/in/mikepiercepfginc/ And Eric here: https://www.linkedin.com/in/obergfelleric/  Or you can reach 401JA(k)E here: https://dot.cards/401jake

Inflation is top of mind for many of us right now. Listen in as our Chief Investment Officer, Bob Wagner, teaches us what it is and how you can help your employees be more prepared.

Three million dollars can seem like an overwhelming goal, however, when you do the math and put in the consistent work to contribute to your 401(k), it's possible. In this pod, Scott Lippa, from our Rochester New York Office, will walk you through how you can reach this goal. He breaks down how much you need to add for three different ages: 25, 35, and 45. Take some notes and more importantly help your employees take action.    Connect with Scott here: https://www.linkedin.com/in/scottlippa/

One of the most critical parts to keeping our unique culture at SRP is our Director of Business Development, Jacqui Hendricks. She has been able to recruit some talented advisors recently. Check out her story in this episode and connect with her on Linkedin. 

Jeanne Sutton is one of the most experienced 401(k) specialists in the country. Her continuous effort to simplify new regulations while helping create success for employees is impressive. In this episode you will learn what the Secure Act 2.0 has inside that will impact your business.    Connect with Jeanne here: https://www.linkedin.com/in/401klady/  Subscribe to her youtube here: https://www.youtube.com/c/401kladyJeanneFisher

Are you getting the most out of your 401(k) advisor? Erin Hall shares with us all about her new book explaining the differences in what kinds of service you are paying for.    Connect with Erin here: https://www.linkedin.com/in/emorschhall/  Get her book here: https://www.amazon.com/Signs-Your-Plan-Underserviced-Advisor/dp/B09NRG2DLT  Learn more here: https://401kexpectmore.com/

Eric Obergfell from our Iowa office is holding an event for business owners and executives like you to be up to date on your retirement plan. This episode explains what will be covered in more depth at the event. You can also earn CE credits for SHRM, CPE, and CLE. It's coming up quick on May 18th. Contact Eric to save a seat or sign up for the virtual option. erico@srpretire.com

Welcome to our new show, The Engaged Podcast. In this episode you will hear from Jeff Cullen, our CEO, and Bob Wagner, our CIO. We discuss what happened in the first quarter of 2022 as well as inflation and the war in Ukraine.    Thanks for watching. We hope you will subscribe so we can keep you aware of ideas and solutions to keep your employees engaged.    If you have topics you would like to discuss or if you would like to be a guest on our show please email 401JA(k)E at jaker@srpretire.com