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 Latest Podcast:

Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky

You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the projection actually mean? If you aren’t certain, you are not alone. Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us today to explain the assumptions and the gaps in the mandatory disclosure. Read more

Latest Episodes

Episode 159: Making Sense of Your Clients’ 401(k) Lifetime Illustration Statements With Jack Towarnicky

Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us to explain the assumptions and the gaps in the mandatory disclosure.

Episode 158: Climbing Down The Financial Mountain With David Rosell

The proverb that it’s harder to climb down a mountain than go up is true in every sense of the word.

Episode 157: Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul

One of the biggest pain points in explaining annuities is describing the nature of the product guarantees.

SPECIAL EPISODE – From the Office of the Chief Investment Officer With David Czerniecki

Inflation, war and the risk of a recession is weighing heavily on everyone’s mind.

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Hosts

 Paul Tyler

Paul Tyler

 Ramsey Smith

Ramsey Smith

 Mark Fitzgerald

Mark Fitzgerald