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Ep 042 - How Benchmarking Your Company's 401(K) Could Optimize Performance – with Mike Tarr
What if your company's 401(k) is quietly draining your employees' retirement savings, and putting your business at compliance risk?
In this episode, Steve Burton sits down with Michael Tarr, Director of 401(k) Maneuver and MEP & PEP Plan Services at Royal Fund Management. Together, they break down why so many company retirement plans underperform and what business owners can do about it.
Steve and Michael discuss:
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Why most 401(k) plans fail employees: lack of guidance, high fees, and poor management
-
The hidden cost of target-date funds and why active management matters
-
What "benchmarking" your 401(k) really means—and why the Department of Labor cares
-
Secure Act 2.0 changes: how age 50 in-service transfers open new planning opportunities
-
The difference between a MEP and a PEP—and why these models are the future of retirement plans
-
How to get your plan benchmarked for free and avoid common audit headaches
Resources:
-
Unlock your business's potential with our free Scale to Sell self-assessment
-
Book your free discovery call with us today!
Connect with Our Team:
Website: Scale to SellEmail: [email protected] LinkedIn: Scale to SellFacebook: Scale to SellYouTube: Scale to SellInstagram: Scale to Sell
Connect with Adam Burton and Steve Burton:
LinkedIn: Adam BurtonLinkedIn: Steve Burton
Connect with Michael R. Tarr, II:
Website: Royal Fund ManagementLinkedIn: Michael R. Tarr, II
About Our Guest:
Michael Tarr brings deep expertise in retirement plan design, compliance, and participant-focused investment strategies. As Director at Royal Fund Management, Michael helps businesses across the country optimize their 401(k) plans with fiduciary-focused solutions like the 401(k) Maneuver PEP.
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By Steve Burton and Adam BurtonWhat if your company's 401(k) is quietly draining your employees' retirement savings, and putting your business at compliance risk?
In this episode, Steve Burton sits down with Michael Tarr, Director of 401(k) Maneuver and MEP & PEP Plan Services at Royal Fund Management. Together, they break down why so many company retirement plans underperform and what business owners can do about it.
Steve and Michael discuss:
-
Why most 401(k) plans fail employees: lack of guidance, high fees, and poor management
-
The hidden cost of target-date funds and why active management matters
-
What "benchmarking" your 401(k) really means—and why the Department of Labor cares
-
Secure Act 2.0 changes: how age 50 in-service transfers open new planning opportunities
-
The difference between a MEP and a PEP—and why these models are the future of retirement plans
-
How to get your plan benchmarked for free and avoid common audit headaches
Resources:
-
Unlock your business's potential with our free Scale to Sell self-assessment
-
Book your free discovery call with us today!
Connect with Our Team:
Website: Scale to SellEmail: [email protected] LinkedIn: Scale to SellFacebook: Scale to SellYouTube: Scale to SellInstagram: Scale to Sell
Connect with Adam Burton and Steve Burton:
LinkedIn: Adam BurtonLinkedIn: Steve Burton
Connect with Michael R. Tarr, II:
Website: Royal Fund ManagementLinkedIn: Michael R. Tarr, II
About Our Guest:
Michael Tarr brings deep expertise in retirement plan design, compliance, and participant-focused investment strategies. As Director at Royal Fund Management, Michael helps businesses across the country optimize their 401(k) plans with fiduciary-focused solutions like the 401(k) Maneuver PEP.