5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney
Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans.
This week we’re focusing squarely on some hot-button issues specifically related to small 401(k) plans, and to help us do that we’re joined by an expert in the field, David Ranney, who joined the team at small-biz 401(k) specialist Rebalance a few months back after spending more than two decades at Fidelity Investments. There he led the workplace investing team in a variety of managerial roles, including Vice President of Sales.
A VP of Sales at Rebalance, which features the proprietary small-biz 401(k) offering, “Better K,” David helps small business owners learn how to detect and avoid high fees, how to optimize asset allocation, increase plan participation and take advantage of retirement planning resources.
In today’s podcast, he shares insights about the five major issues he’s identified with small 401(k)s and why it’s important to face them head-on.
Listen to All 401(k) Podcast Episodes
- Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
- Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
- Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
- Challenging Common Beliefs About Automated Plan Features with Marc Howell and Felix Okwaning from Principal®
- Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
- Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
