Apr 14, 2021
How do business owners sort through all the decisions of players involved in implementing a workplace retirement plan for their organization? Here to demystify the employer-sponsored retirement plan is Eric Burnside, VP and director of business development of independent retirement, a third-party administrator, and Bonie Treichel co-founder and chief operations officer of Zoona, a national finance and benefit consulting firm. I found Eric and Bonie to be really refreshing in demystifying the process and clearly explaining how operators in the SMB space can make these decisions with confidence.
Resources/Links Mentioned in this episode:
Sponsors: First Generation Advisors & First Generation Financial