The SECURE Act of 2019 was the first major overhaul of retirement plans, specifically 401ks. However, many people are still curious about what the changes are and how they impact these group 401k plans. I had the pleasure of being joined by Alex Jenkins, the Chief Revenue Officer @ Nest Eggs, to unpack all of this for us. You’ll be sure to learn a lot whether you are a small business owner, an executive at a privately held company, or you’re just interested in the evolution of 401k plans and how to maximize them for retirement.
Interested in learning more about Nest Eggs?
Contact Alex Jenkins
904 252 6780 (cell)
Check out their website here: https://www.nesteggs401k.com/
Links from the show:
The SECURE Act 2019 details and how they impacted 401ks
Information on Pooled Employer Plans (“PEPS”)
Are you interested in working 1×1 with me? Fill out our “Retirement Readiness Survey” and we’ll follow up with some initial feedback on your progress to financial independence and whether or not we would be a good fit to work together.
You can also check out my website at https://imaginefinancialsecurity.com/
I love to hear from YOU, the listener! Email me directly at [email protected]
-Kevin
