It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the company’s Co-Founder and President of Retirement Services, also happens to be our Top Advisor by Participant Outcomes (TAPO) for the month of July, an honor long overdue.
He joins us to discuss his laser-like focus on worksite financial planning, how the firm defines retirement plan success and, of course, a particular client case of which he’s most proud.
Listen to All 401(k) Podcast Episodes
- What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
- Previewing the Nestimate Retirement Income Summit with Kelby Meyers
- Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
- Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
- 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
