Engaged Pod with 401JA(k)E

Why you need a 401(k) Specialist with Mike Pierce and Eric Obergfell

32 min · 26. juli 2022
episode Why you need a 401(k) Specialist with Mike Pierce and Eric Obergfell cover

Beskrivelse

There is an increase on value and expertise when you work with a specialist. The amount of due diligence and problems they solve are typically much more valuable to your committee. Check out this episode to learn why.    Connect with Mike here: https://www.linkedin.com/in/mikepiercepfginc/ And Eric here: https://www.linkedin.com/in/obergfelleric/  Or you can reach 401JA(k)E here: https://dot.cards/401jake

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Alle episoder

11 episoder

episode Are your employees worried about money? cover

Are your employees worried about money?

Many of your employees may be distracted from their work due to financial concerns. Over the past 3 years we have seen some dramatic changes to our economy. We noticed these concerns come up in many of our 401(k) education and enrollment meetings. We felt it was necessary to build a team of experts to serve these individuals. The SRP WELLth team is comprised of many experienced individuals, many with the Certified Financial Planner or CFP designation. Today we spent some time with Garrett Leet [ https://www.linkedin.com/in/garrettleet] and Mario Echevarria, CFP® [https://www.linkedin.com/in/mario-echevarria-cfp%C2%AE-92784352]. They walk through how they have helped employees just like yours.   You can schedule time with them here [https://www.srpwellth.com/].

19. sept. 202224 min