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
- 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
