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About Paul Sommerstad: Paul is a Partner in the firm’s Retirement Plan Services Group. He has more than fifteen years of experience in the retirement plan industry and specializes in helping organizations understand how plan design can dramatically improve their employees’ ability to successfully retire and how proper governance can limit personal fiduciary liability. Paul has worked with a variety of public, private, and nonprofit organizations providing them with proven strategies that have resulted in improved outcomes for thousands of retirement plan participants. He is an ardent researcher of behavioral economics and prides himself in using plain language to help plan committees and participants accomplish their goals and objectives.
About Ty Parrish: Ty is a Partner and Practice Leader of Cerity Partners’ Retirement Plan Services Group where he specializes in helping public, private, and nonprofit organizations design “blue ribbon” retirement plans. His areas of expertise include plan design, fiduciary governance, vendor management, and Fiduciary Based Investment Consulting™.
In this episode, Eric, Paul Sommerstad, and Ty Parrish discuss:
Key Takeaways:
“It's great to have a website and tools but at the end of the day, people want to talk to people about their personal situations. We try to cater to that, and not try to fit everybody into a box. You have to be flexible and work with individuals where they're at in their in their life cycles.” - Ty Parrish
Connect with Paul Sommerstad:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/paulsommerstad/
Connect with Ty Parrish:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/typarrish/
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: 940-248-4800
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/401kguy/
The information contained herein is general in nature and is provided solely for educational and informational purposes.
It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.
The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.
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About Paul Sommerstad: Paul is a Partner in the firm’s Retirement Plan Services Group. He has more than fifteen years of experience in the retirement plan industry and specializes in helping organizations understand how plan design can dramatically improve their employees’ ability to successfully retire and how proper governance can limit personal fiduciary liability. Paul has worked with a variety of public, private, and nonprofit organizations providing them with proven strategies that have resulted in improved outcomes for thousands of retirement plan participants. He is an ardent researcher of behavioral economics and prides himself in using plain language to help plan committees and participants accomplish their goals and objectives.
About Ty Parrish: Ty is a Partner and Practice Leader of Cerity Partners’ Retirement Plan Services Group where he specializes in helping public, private, and nonprofit organizations design “blue ribbon” retirement plans. His areas of expertise include plan design, fiduciary governance, vendor management, and Fiduciary Based Investment Consulting™.
In this episode, Eric, Paul Sommerstad, and Ty Parrish discuss:
Key Takeaways:
“It's great to have a website and tools but at the end of the day, people want to talk to people about their personal situations. We try to cater to that, and not try to fit everybody into a box. You have to be flexible and work with individuals where they're at in their in their life cycles.” - Ty Parrish
Connect with Paul Sommerstad:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/paulsommerstad/
Connect with Ty Parrish:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/typarrish/
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: 940-248-4800
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/401kguy/
The information contained herein is general in nature and is provided solely for educational and informational purposes.
It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.
The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.
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