Bob Newton & Michelle Cannan | Beltz Ianni & Associates

Released Tuesday, 22nd October 2019
Good episode? Give it some love!
Reviews
Creators
Lists
Bob Newton and Michelle Cannan share how their focus on Plan Sponsors and participant education lead to considerable growth in deferrals with those they had the opportunity to meet with. Beltz Ianni & Associates experienced a 16% increase in deferrals in 2016, 26% increase in 2017, and a 40% increase in 2018.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Who's On This Episode

We don't know anything about the creators of this episode yet. You can add them yourself so they can be credited for this and other podcasts.

What People Are Saying

This episode hasn't been reviewed yet. You can add a review to show others what you thought.

Rate Episode

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more
Episode Details
Length
23m 26s
Explicit
No

Episode Tags