Frustrated With 401(k) Plan Terms?
We'll Clarify If They Are Jargon, Gibberish or Just Jumbled!
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Episode Guest:
JD Carlson
President & CEO
Plan Design Consultants
The podcast series where employers find candid, in-depth interviews with industry experts, new best practices and valuable perspectives on current events.
Recap, highlights, and my thoughts
This episode is fresh out of the 401(k) Fridays Podcast experiment lab. Today my guest JD Carlson, the President & CEO of the legendary Third Party Administration firm Plan Design Consultants and Host of the Retireholi(k)s show we poke a little bit of fun with 401(k) speak.
Each of us took the time to prepare a few statements that are full of retirement plan terms, or maybe not, and then put the other person on the spot to determine if the statement is Jargon, Gibberish, or Jumbled.
We had a lot of fun recording this but want to make sure we weren’t the only ones. Please share your feedback on whether this was entertaining, informative or both or neither. Shoot us an email to feedback@401kfridays.com or leave a comment on LinkedIn to Rick Unser or JD Carlson. If the feedback we get is encouraging, we will tackle some additional retirement plan related topics using this format with future guests.
The fate of Jargon, Gibberish or Jumbled is in your hands!
If you have been enjoying the podcast please mention it to a friend, share on social media or leave a review on iTunes or your favorite podcast app. All of that goes a long way to help grow our audience, attract high quality guests and keep sharing high quality timely content.
For a different experience, check out video of the episode. There are some good nuggets hidden in there!
Thanks for listening!
Sincerely Your Host,
Rick Unser
Guest Bio
I (JD Carlson) lead our team of PDCers into our 5th decade as a Third Party Administrator for retirement plans. We embrace a smart, easy process centered on the needs of our clients. A service model designed to be AWESOME. Yup, we call it smart.easy.awesome!
As an independent company, client advocacy is a major strength of our firm. We partner with Financial Advisors to offer our mutual clients the very best in options. A strong understanding of fees and services allows PDC to help clients find the perfect fit.
PDC is reinventing what it means to be a Third Party Administrator. We challenge the status quo by inventing new ways that improve and modernize the client experience.
I write a retirement plan blog not like many others you might read, it's at www.four01k.com
I host a webshow called Retireholi(k)s, they are laid-back videos on 401k retirement plan industry topics. Geared towards Financial Advisors that are tired of suffering through boring corporate webinars.
