Mastering Retirement Plans: Unlocking Uncle Sam's Support with Daniel Beck 0107

Mastering Retirement Plans: Unlocking Uncle Sam's Support with Daniel Beck 0107

11/16/2023 5:56:57 PM   |   Comments: 0   |   Views: 44

Welcome back to another episode of The Dental Wealth Nation Show, where we dive deep into the world of financial wellness and retirement planning. In this highly informative episode, our host, Tim McNeely, invites a special guest, Daniel Beck, co-founder of 401 go, to discuss how small business owners and their employees can leverage retirement plans and get Uncle Sam to help foot the bill. So grab a cup of coffee, sit back, and get ready to learn about optimizing your retirement plans on this episode of The Dental Wealth Nation Show.

About Daniel Beck:
Daniel Beck, a fellow financial wellness nerd and co-founder of 401 go, joins us today to share his expertise in simplifying retirement plans for small business owners. Drawing from his own entrepreneurial experience, Daniel understands the challenges and responsibilities that come with offering retirement plans for employees. With a passion for empowering individuals to take control of their financial future, he aims to make retirement plans more accessible and less daunting for small business owners.

Discussion Questions:
1. How have recent federal regulations made 401(k) plans more accessible for small businesses and their employees?
2. What are the benefits of using a 401(k) plan for both small business owners and their employees?
3. How can setting up a retirement plan help with tax control and boost financial well-being?
4. What challenges do small business owners face when it comes to retirement plans, and how does 401 go simplify the process?
5. How does 401 go's "true three sixty team" approach relieve the burden of 401(k) knowledge and administration for small business owners?
6. Can you explain the concept of auto-enrollment and its impact on employees' likelihood to save for retirement?
7. What modernization and innovation does 401 go bring to the retirement plan industry, and how does it benefit small business owners?
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