Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs
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Brad Bartells shares an insider look at how plan sponsors can prepare for their audit, as well as what advisors can do to assist them.
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Welcome to episode #50 of the Fiduciary U™ Podcast. My guest today is Patrick Bushlack from The Standard.
In this conversation, we discuss Pooled Employer Plans (PEPs) and their growing impact on the retirement industry. We explore the different flavors of PEPs and the importance of advisor...
Published 05/30/24
Published 05/30/24
On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create...
Published 03/28/24
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