Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist for the 2022 Top Advisor by Participant Outcomes.
Shannon joined us to talk about ESOPs and defined benefit plans, which are two areas of her expertise. She also discussed what her military background taught her about the 401(k) business and her joy in making tough guys cry.
Listen to All 401(k) Podcast Episodes
- Andrew Biggs Rips Congress for Social Security ‘Fairness’ Act
- 4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark
- How to Better Reach 401(k) Participants with Invesco’s Greg Jenkins
- 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
