Do you really know what your 401(k) provider contract says?

Do you really know what your 401(k) provider contract says?

In this episode we dig into why you should really read every word in your 401(k) provider service contract. They are often full of small details you need to be aware of. Here at Strategic Retirement Partners [https://www.linkedin.com/company/strategic-retirement-partners/mycompany/], we have one of the most experienced experts, Craig Dewey [https://www.linkedin.com/in/craig-dewey-42836611/],  who enjoys studying these contracts to verify you aren't missing the important details. If you would like a second opinion on your 401(k) agreements, send an email to Craig at craigd@srpretire.com.

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/].

What's up with the markets?

Watch this to get a quick update on what could be impacting your 401(k) and other investment accounts. We dive into the micro and macro economic factors making things a little unusual.

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

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

What is inflation with Bob Wagner

Inflation is top of mind for many of us right now. Listen in as our Chief Investment Officer, Bob Wagner, teaches us what it is and how you can help your employees be more prepared.