Скачать или смотреть Making the Most of Your 401k: How to Optimize Your Plan's Design and Contributions

This Weeks Topics:




1. Enrollment and contribution best practices 


2. Plan design - who these plans are optimized for 


3. Fees, what they pay for


4. How to collab with an advisor 


5. Hidden secrets in the plan document 


6. Recent policy changes that expand investment offering potential 




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About your Hosts 


 



Ben Jones, CFP® 



Managing Director, National Wealth Management Group 



www.nwmgadvisors.com (http://www.nwmgadvisors.com/)   



Sign up for Ben’s newsletter at www.karastick.com (http://www.karastick.com/)   



Follow him on X @thekaratstick (https://x.com/TheKaratStick)  



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Special Guest: Matt Heitman, CFA, CFP®, ChFC®



Wealth Advisor, National Wealth Management Group



www.nwmgadvisors.com (http://www.nwmgadvisors.com)  



  / matthew-e-heitman  



 



 



Comments or questions?  Email us at [email protected] (mailto:[email protected])



Call us at 513-438-0095 



 



Comments or questions?  Email us at [email protected] (mailto:[email protected])



 



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Editor:



 



Trevor Gargano



Email: [email protected] (mailto:[email protected])



LinkedIn:   / trevor-gargano-72727b67  



Website: TheDigitalQuarterback.com



 



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Disclosure: 


 



Investment advice offered through National Wealth Management Group, LLC. 



 



All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.



 



The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.