401(k) Fridays Podcast

If one of your New Year’s resolutions is evaluating your retirement consulting or 401(k) broker relationship, this is a must listen episode.  My guest Trisha Brambley, is the CEO of Retirement Playbook.  Her firm’s sole focus is working with retirement plan sponsors and fiduciaries who are interested in benchmarking their advisor or in conducting a plan advisor search.  Over the past several years, Trisha and her firm have helped hundreds of employers of all shapes and sizes.  And as you’ll hear, she isn’t shy about sharing her experience and perspectives to help employers realize better outcomes from their plan advisor searches in the future.  She also shares several reasons why she thinks more employers will be conducting advisor searches or hiring advisors for the first time in 2017 and beyond.   Before we get started, I am excited to tell you that the next new episode we will release in early January will be our fiftieth episode, thats 5-0!  Thank you to all of our listeners who have shared feedback, ques