In the 3rd episode of Simplifynance, host Rachel Stewart, Financial Advisor, discusses your company retirement plan and the 6 key players in the space.

Show Notes:

• :44----Introduction to topic of your Company Retirement Plan.
• 1:26-- There are 6 Major players in the retirement plan game
• 2:16-- 1. A plans financial advisor is the first major part of retirement plans
• 3:14-- 2. Third party administrator
• 3:43-- 3. Participant (you) are responsible for enrolling
• 4:10-- 4. Plans record keeper (wherever you log on for your account)
• 4:37-- 5. Your employer.
• 5:14-- 6. Mutual fund companies who provide their product to you through mutual funds

3 Key Points:

1. Introduction of company retirement plans.
2. There are 6 key players in the retirement space that you can use as resources to learn more.
3. Reach out to these contacts to learn more about plans. There is a retirement guide on the Simplifynance website.

Tweetable Quotes:

- " I want to go over the major players in the game so you know who to reach out to. There are a total of 6 contacts." –Rachel.

- "Not all plans have an administrator." –Rachel.

- "If you do not have an advisor on your retirement plan that you feel comfortable reaching out to, you can reach out to anyone on the simplifynance team" –Rachel.

Resources Mentioned:

• simplyfinance.com

• Contact Information:
• Rachel Stewart