Explore "smas" with insightful episodes like "Diving Deep into Direct Indexing and Separately Managed Accounts", "Disability Insurance During a Pandemic", "Retirement 101: Starting a 401k and What You Need to Know", "Understanding Fees in Your 401k Plan: For Plan Sponsors" and "Time Warp Song of The Day, Tuesday 12/21/10" from podcasts like ""Big Picture In Practice", "The Business of Medicine", "The Business of Medicine", "The Business of Medicine" and "Bart Shore's Time Warp Radio"" and more!
As the demand for personalization at scale increases, direct indexing and separately managed accounts are also becoming more popular. Tune into the latest episode of Big Picture in Practice to hear Syl Flood and Julie Willoughby discuss these strategies with guests Kaitlin Hendrix and Shawn Jaberzadeh.
With May being National Disability Insurance Awareness Month, we decided it was best to follow up on a podcast we did last year with our Disability Insurance expert, Blake Gillies of DI Concierge. We are also joined by Rick Mileham, Regional Vice President of Ameritas.
In this podcast, we will be discussing how the pandemic affected Disability insurance and underwriting process . We will also be discussing the future of DI and what is to come as we head out of the pandemic and back into normalcy.
Included in the discussion is understanding the fundamentals of plan design and how the discrimination testing works in a 401(k). Important information for employers that have a 401(k) plan already or considering starting a new plan for their company. Join Rob Masson and Mark Massey of SMA Services, Inc in the final part of our retirement 101 series.
Expert discussion covering things you need to know about 401(k) plan fees if you are sponsoring a plan for your employees. Why having an understanding of how fees work is critical if you are an employer and an explanation of the four main categories of fees that are in a 401(k)? Join our experts Mark Massey and Rob Masson of SMA Services for Part 1 of our Retirement Series.
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