Today we have a little fun, I am excited to welcome back J.D. Carlson who by day is the President & CEO of Plan Design Consultants, a Third Party Administration firm and by night is a YouTube sensation as one fourth of the Retireholiks. Our conversation is a follow-up to one we had on the podcast last year where we tackled some tricky workplace retirement terms to either decipher some industry jargon, declare they are pure Gibberish or if they are real terms or concepts that can be confused or jumbled together. I think the conversation we have falls into the edutainment category. Oh, and two things not to miss this week, our bonus question which you can find a 401kfridays.com/jgj2019 and when JD gets fired up towards the end of the episode.

While you don’t have to listen to the first version of Jargon, Gibberish or Jumbled, you can find it by scrolling through your favorite podcast app and look for the title Frustrated Complex 401(k) Terms in March of 2018. While you are there, we do have over 175 episodes in our podcast library. If you find something else that catches your eye, give it a listen as well. Our episodes are evergreen and don’t tend to expire over time.

Guest Bio

We're Plan Design Consultants, Inc. a retirement company that since 1975 has been providing businesses with affordable, quality plans customized to meet the specific needs of our clients.

Over four decades in the business has given PDC the experiences we need to evolve our service model to what it is today.  A smart, easy process centered on the needs of our clients.  A service model designed to be AWESOME!

It is our deep understanding of all areas of retirement plans combined with a constant commitment to customer service that sets us apart.  We share our expertise with our clients to make sure they are comfortable and confident in making decisions around maintaining a successful Employer sponsored plan.

As an independent company, client advocacy is a major strength of our firm.  We partner with Financial Advisors to offer our clients a very healthy choice in vendors.  A strong understanding of fees and services allows PDC to help clients find the perfect fit.

Thousands of retirement plan clients from all over the country have relied on PDC to assist them in offering the right plan to help their employees reach retirement goals. 

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!