Dec 23, 2020

This episode is a great example of how competitive the 401k industry has become over the past several years, and why plan sponsors need to keep their plans up to date with consistent benchmarking exercises. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew...

Nov 19, 2020

Josh and Jay welcome Will Steih back to the studio for a conversation about Wealth Transfer Planning, an important issue with the recently increased Estate Tax Exemption amount potentially in play with a new administration coming into power. The Estate Tax Exemption, commonly called the “Death Tax”, has an eventful...

Nov 10, 2020

The global pandemic and resulting market crash and job losses were a stark reminder of how ill prepared most American workers were in an emergency. For companies that offer 401(k) plan, having a robust financial wellness program in place can often help employees deal with this type of financial stress. On that...

Oct 29, 2020

The Big BOSS is back! Will Steih, the Managing Director for the Tennessee office of Prime Capital Investment Advisors, is back in studio with Josh Null and Jay Stubbs for another business owner focused podcast series. Now, normally the show topics are evergreen, but Will, Jay and Josh all felt that with a possibly...

Oct 27, 2020

This episode is a great example of how fast technology is changing, and how that affects 401(k) plans. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew Eickman, the National Retirement Practice Leader for Prime Capital Investment Advisors & Qualified Plan...