RHStv
Up Your Assets· Ep. 22

Up Your Assets ~ The Hidden Costs in Your Retirement Plan ~ Benchmarking Your Way to Better

Host Ray Ferrara CFP® and guest Jon Brethauer CFP®, AIF®, CPFA, MBA discuss the complexities of being a retirement plan sponsor. This is part 1 of a 2-part series, where they delve into fiduciary responsibilities, the importance of hiring fiduciary advisors, and the various types of fiduciaries.

Up Next

  1. Ep. 23

    Up Your Assets ~ Master Your 401k: Matches, Roth vs. Traditional and the Power of Starting Now

    In this "Part 2" episode with guest Jon Brethauer CFP®, AIF®, CPFA, MBA and Ray go further into the intricacies of managing retirement plans from a participant's perspective. They cover essential topics such as understanding eligibility, maximizing employer contributions and the differences between traditional and Roth contributions. Ray & Jon also share the importance of early savings, the power of compound interest and how the role of target date funds can be a useful tool in ones plan.

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