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Bridging the Gap

Between industry news and personal experience.

How do plan sponsors & business owners balance long term needs with short term challenges during Covid? Thumbnail

How do plan sponsors & business owners balance long term needs with short term challenges during Covid?

Josh holds a discussion with Matthew Eickman about how the CARES Act, the Electronic Disclosure rule and litigation have affected 401(k) plans, particularly during a Covid-19 global pandemic. Matthew is the National Retirement Practice Leader for Qualified Plan Advisors and has a background as an ERISA attorney. This is the second chapter in a four part series addressing top of mind issues facing plan sponsors & business owners during a time of unprecedented change!

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Business Owner Strategies & Solutions (B.O.S.S.) Series Kick-off! Thumbnail

Business Owner Strategies & Solutions (B.O.S.S.) Series Kick-off!

Our B.O.S.S. Series podcast campaign is going to discuss Succession Planning, Buy / Sale or operating agreement, Small Business Defined Benefit / Cash Balance, Non-qualified Deferred Compensation, and Employee Stock Option Purchase plan, better known as an ESOP, with each topic having it's own podcast!

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