Setting up your first 401(k) plan can be daunting if you don’t know where to start. Here are 3 crucial steps to getting started with a retirement savings plan from US News and Ubiquity Retirement + Savings’ own Coolest401kGuy, Andrew Meadows.
US News: 3 Crucial Steps to Setting Up Your First 401(k)
After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!
December 11, 2014 at 9:10 am