401(k) Specialist Issue 4 - 2021 - 31

TAPO TALKS is a fun and informative monthly
podcast that highlights our Top Advisors
By Participant Outcomes (TAPOs) and their
tools, techniques and anecdotes of success
in the retirement plan space. What got them
noticed? What are they doing right? How
can you apply it to your business for greater
growth, productivity, and-most importantly-
client impact? Tune in and fi nd out.
Episode 1: 'We Won't Have Successful
Retirement Outcomes Unless...'
Episode 2: The Pros and Cons of the Digital
Delivery of 401(k) Services
Brian Hartstein, Director of Corporate Development,
Bayntree Wealth Advisors
Steven Glasgow, Executive Vice President/Wealth
Management, Tower Circle Partners of Janney
Montgomery Scott
Episode 3: 100% 401(k) Plan Participation?
Here's How it's Done
Episode 4: How to Save a Lot of Money
for Plan Sponsor Clients
Brent Sheppard, Partner/Financial Advisor,
Cadence Financial Management
Josh Itzoe, Host of Fiduciary U podcast,
Founder of Fiduciary Works
Episode 5: Using 401(k)s to Help
Frontline Workers
Episode 6: ERISA Expertise as a
Competitive Diff erentiator
Syed Nishat, Partner, Wall Street Alliance Group
David Kulchar, Managing Director of Retirement
Plan Services, Oswald Financial
To learn more about TAPO
Talks, scan the QR code

401(k) Specialist Issue 4 - 2021

Table of Contents for the Digital Edition of 401(k) Specialist Issue 4 - 2021

Table of Contents
401(k) Specialist Issue 4 - 2021 - Cover1
401(k) Specialist Issue 4 - 2021 - Table of Contents
401(k) Specialist Issue 4 - 2021 - 1
401(k) Specialist Issue 4 - 2021 - 2
401(k) Specialist Issue 4 - 2021 - 3
401(k) Specialist Issue 4 - 2021 - 4
401(k) Specialist Issue 4 - 2021 - 5
401(k) Specialist Issue 4 - 2021 - 6
401(k) Specialist Issue 4 - 2021 - 7
401(k) Specialist Issue 4 - 2021 - 8
401(k) Specialist Issue 4 - 2021 - 9
401(k) Specialist Issue 4 - 2021 - 10
401(k) Specialist Issue 4 - 2021 - 11
401(k) Specialist Issue 4 - 2021 - 12
401(k) Specialist Issue 4 - 2021 - 13
401(k) Specialist Issue 4 - 2021 - 14
401(k) Specialist Issue 4 - 2021 - 15
401(k) Specialist Issue 4 - 2021 - 16
401(k) Specialist Issue 4 - 2021 - 17
401(k) Specialist Issue 4 - 2021 - 18
401(k) Specialist Issue 4 - 2021 - 19
401(k) Specialist Issue 4 - 2021 - 20
401(k) Specialist Issue 4 - 2021 - 21
401(k) Specialist Issue 4 - 2021 - 22
401(k) Specialist Issue 4 - 2021 - 23
401(k) Specialist Issue 4 - 2021 - 24
401(k) Specialist Issue 4 - 2021 - 25
401(k) Specialist Issue 4 - 2021 - 26
401(k) Specialist Issue 4 - 2021 - 27
401(k) Specialist Issue 4 - 2021 - 28
401(k) Specialist Issue 4 - 2021 - 29
401(k) Specialist Issue 4 - 2021 - 30
401(k) Specialist Issue 4 - 2021 - 31
401(k) Specialist Issue 4 - 2021 - 32
401(k) Specialist Issue 4 - 2021 - 33
401(k) Specialist Issue 4 - 2021 - 34
401(k) Specialist Issue 4 - 2021 - 35
401(k) Specialist Issue 4 - 2021 - 36
401(k) Specialist Issue 4 - 2021 - 37
401(k) Specialist Issue 4 - 2021 - 38
401(k) Specialist Issue 4 - 2021 - 39
401(k) Specialist Issue 4 - 2021 - 40
401(k) Specialist Issue 4 - 2021 - 41
401(k) Specialist Issue 4 - 2021 - 42
401(k) Specialist Issue 4 - 2021 - 43
401(k) Specialist Issue 4 - 2021 - 44
401(k) Specialist Issue 4 - 2021 - Cover3
401(k) Specialist Issue 4 - 2021 - Cover4
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2015
https://www.nxtbookmedia.com