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
- How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
- Opportunity in the SMB Market with Sean Jordan, Principal Financial Group
- The Road to Better Retirement Outcomes with MFS’ Jeri Savage
- Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
- Solving the Portability Puzzle with Allianz Life’s Ben Thomason
- Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
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.
