In this episode of The Tipping Point, we interview Jordan Cross. Jordan is the Vice President and the Principal of CossPlans. CrossPlans' goal is to assist employers in achieving their retirement and wealth accumulation goals through the use of qualified retirement plans. They accomplish this by helping people understand what the benefits of various types of retirement plans are and what is necessary to implement and operate a successful retirement plan strategy.

In this episode, we discussed third-party administration, qualified plans for employers, qualified retirement plans, the Retirement Enhancement Act of 2019, and much more!

#Retirement #Retirementplans #Retirementplanstrategy#Wealthaccumulation #Thirdpartyadmin #Qualifiedretirementplan #Plansforemployers

 

www.tandvllp.com/podcast