RMDs for 401(k)s: What Advisors Need to Know for a Smooth End of Year
If there’s one thing advisors don’t need in Q4, it’s unexpected Required Minimum Distribution (RMD) drama. Don’t worry. We recently hosted a webinar covering everything you need to know about RMDs from the regulations to how they impact your clients. We have the highlights below, but be sure to watch the full webinar to be […]
Announcing 401GO’s Cash Balance Plan Education Webinar Series
In October, 401GO co-founder Jared Porter was a panelist on a webinar dedicated to helping financial advisors better understand the cash balance plan. That event was very well received and resulted in several attendees asking for additional training. We work hard to listen to our advisor partners, and have launched a cash balance education webinar […]