Taking Advantage of 50 Years of Retirement Innovation Inspired by ERISA
Overview
401(k) plans are tax-advantaged accounts that remain the backbone of a retirement savings strategy. Host Kim Zook is joined by Michael Davis, Head of Global Retirement Strategy, and CERTIFIED FINANCIAL PLANNER™ professional Roger Young to discuss the evolution, benefits, criticisms, and the future of 401(k) plans.
Podcast Host
Kimberly Zook
Head, U.S. Intermediaries (USI) Retirement
Speakers
Michael Davis
Head of Global Retirement Strategy
Roger Young, CFP
Thought Leadership Director
View the full transcript here.
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