110: 401(k) Factors You Need to Know with Michelle Cannan

The Guided Retirement Show

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As Modern Wealth Management continues to grow, one of the additions we’re very excited about is our office in Rochester, New York. Our Rochester-based team members specialize in 401(k) plans, which are typically people’s largest asset as they head into retirement. So, we figured it would be good idea to have Michelle Cannan, CPFA™, QKA®, QKC, our head of company retirement plan services and managing director of our Rochester office, join Dean Barber on The Guided Retirement Show to discuss how a 401(k) plan works and many other nuances about 401(k)s.

Along with covering how a 401(k) works for plan participants, Michelle will share a little bit about the roles of the plan sponsor and plan provider.

In this podcast interview, you’ll learn:

How Our Team of Retirement Plan Advisors Works with 401(k) Plan Sponsors
The Roles of Retirement Plan Advisor, Record Keeper, Sponsor, and Participant with How a 401(k) Plan Works
How 401(k) Plan Automatic Enrollment Works
Roth vs. Traditional Considerations

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/110

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

114 episoder

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