• Retirement Plans and How to Make Them Work with Tom Ackmann

  • Aug 23 2022
  • Duración: 56 m
  • Podcast

Retirement Plans and How to Make Them Work with Tom Ackmann Por arte de portada

Retirement Plans and How to Make Them Work with Tom Ackmann

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  • Tom Ackmann is a principal and senior retirement plan advisor at SYM Financial Advisors, an RIA firm with a long history of serving plan sponsors and their employees. He previously worked as the Vice President of Baden Retirement Plan Services and the Vice President for Ascensus. At SYM, Tom leads a team that advises over 100 corporate clients and 10,000 participants. Tom holds a degree in Communications/Political Science from Concordia University Chicago.   Tom joins me today to discuss retirement plans and how to find the right one for your company. He explains which plans offer flexibility and outlines their components. He also highlights why business owners should consider offering retirement plans to employees and underscores the value of working with advisors to work out retirement plans.   “Understand that as your business evolves, your retirement plan evolves, too.” - Tom Ackmann   This week on Originators:   Tom’s background and his journey in the retirement planning industryThe concept of compensating factorsThe difference between defined benefits and defined contributionSYM’s “Three Uniques” and taking on fiduciary responsibilitiesThe three investment models SYM offers their clientsEncouraging people to save and invest even in down marketsThe pendulum in the 401(k) space and why today’s younger people are more interested in 401(k) plansThe components of a 401(k) planWhy business owners should offer 401(k) plans to their employeesIncubator plans and making the 401(k) transition easierWhy business owners should know every retirement plan optionWhy health insurance is the most popular benefit among companiesHolding retirement plan providers accountable The value of working on retirement plans with trusted advisors    Our Favorite Quotes:   “The eighth wonder of the world is compounding money.” - Seth Whicker“Even though you’re young, you want to retire someday. To do that, you’ve got to rely on yourself by saving early and often.” - Seth Whicker“You don’t make a profit off of the 401(k) plan. What you’re making is goodwill for your employees and, if it’s designed properly, goodwill for yourself.” - Tom Ackmann   Connect with Tom Ackmann:   SYM Financial Advisors SYM Financial Advisors on LinkedInSYM Financial Advisors on FacebookTom Ackmann on LinkedIn   About SYM Financial and The Owner’s Corner Podcast   The Owner’s Corner is a show for business owners. In each episode, host and financial planner Seth Whicker sits down with business owners and the professionals that serve them to talk about what it takes to build a business. Our guests come from many industries and walks of life to share their biggest wins, mistakes made along the way, and their thinking about the all-important exit planning.   Email Seth at swhicker@sym.com with questions, comments, and to schedule a one-on-one conversation.    Follow Seth on LinkedIn Follow SYM Financial on Facebook   Subscribe here:   Apple Podcasts  Spotify Google Podcasts TuneIn  Amazon Music / Audible    And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast. Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees and objectives can be found in our Form ADV Part 2, which is available upon request.
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