Podcast Episode


#3 - Know Your Company Retirement Plan Contacts

In the 3rd episode of Simplifynance, host Rachel Stewart, Financial Advisor, discusses your company retirement plan and the 6 key contacts you should know.


Show Notes:

  • :44----Introduction to topic of your Company Retirement Plan.
  • 1:26-- There are 6 Major players in the retirement plan game
  • 2:16-- 1. A plans financial advisor is the first major part of retirement plans
  • 3:14-- 2. Third party administrator
  • 3:43-- 3. Participant (you) are responsible for enrolling
  • 4:10-- 4. Plans record keeper (wherever you log on for your account)
  • 4:37-- 5. Your employer.
  • 5:14-- 6. Mutual fund companies who provide their product to you through mutual funds

3 Key Points:

  1. Introduction of company retirement plans.
  2. There are 6 key players in the retirement space that you should get to know.
  3. Reach out to these contacts to learn more about how they can help you. There is a retirement guide on the Simplifynance website.

Resources Mentioned:

Know Your Company Retirement Plan Contacts GUIDE

Contact Information: Rachel Stewart