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Key Takeaways:
Introducing TY Parrish [1:47]
Introduction of the 401(k) Best Practices A Guidebook for Plan Sponsors book [6:09]
Common questions from plan sponsors [7:14]
Defining a good advisor [7:58]
Plans that do not have advisor and committee [9:08]
Finding an advisor [12:57]
How reduce risk and retirement readiness make a good advisor [13:50]
Biggest takeaway from the book [18:57]
Conclusion [20:50]
Resources:
BDO.com
BDO.com/ERISA
Beth Lee Garner on LinkedIn
TY Parrish on LinkedIn
By BDO USA5
66 ratings
Key Takeaways:
Introducing TY Parrish [1:47]
Introduction of the 401(k) Best Practices A Guidebook for Plan Sponsors book [6:09]
Common questions from plan sponsors [7:14]
Defining a good advisor [7:58]
Plans that do not have advisor and committee [9:08]
Finding an advisor [12:57]
How reduce risk and retirement readiness make a good advisor [13:50]
Biggest takeaway from the book [18:57]
Conclusion [20:50]
Resources:
BDO.com
BDO.com/ERISA
Beth Lee Garner on LinkedIn
TY Parrish on LinkedIn