Thinking about setting up a retirement plan for your business but confused by all the options?
Join David Pulcini and retirement plan expert Austin Spite as they unravel the best strategies for business retirement planning. Austin shares invaluable insights from nearly a decade of experience in the broader benefits industry, including the common pitfalls, legal challenges, and best practices you should be aware of.
In this episode, you’ll discover:
- How many business owners end up with the wrong type of retirement plans and the implications of these choices
- Why benchmarking is crucial to ensuring your plan is competitive and compliant
- The potential risks of non-compliance in managing 401(k) plans and how to mitigate them
- The role of financial advisors in plan selection and management, including fee transparency
- And more!
Related: How To Change Financial Advisors