401(k) Fridays Podcast

Regardless of how you feel about visiting the doctor, after you listen to my conversation with Dr. Greg Kasten, the Founder and CEO of Unified Trust Company and if you follow a few of his prescriptions or strategies they could help you make a lasting impact on the future of your retirement plan and workforce!  There are a lot of memorable takeaways for anyone looking to explore some new concepts to get different results.  Personally I liked when Dr. Kasten: Compared how selecting a retirement plan service provider because of their great technology is like picking a hospital because it has a really nice parking lot!  Observed how unfortunately most employers think a retirement plan must be a good investment plan and why that thinking needs to be changed Described key employee savings behaviors and tendencies and how you can use that knowledge to help them get better results without making them lift a finger!  Suggested it might help plan sponsors better fulfill their fiduciary responsibility by analyzi