Admittedly, when I develop topics and content for the podcast I am generally catering to the mid to large plan market. Today, I am excited to welcome Chad Parks, the Founder & CEO of Ubiquity Retirement + Savings to discuss the world of small retirement plans. As you will hear, Chad brings his years of experience and is not shy to share his perspectives. We talk about everything from how do you define a small plan, how they are similar and different from mid to large plans, to the launch of PEPs, and potential changes to retirement plans with a new administration. We also get Chad looking into his crystal ball. Even if you don’t sponsor or support “small retirement plans”, there is a lot of great info here that might help you when your friend who does have a small plan has some questions.
Before we get started, as we go into the New Year, tis the season of giving, please consider either sharing the podcast with a friend, or leaving a rating or review on your favorite podcast app. Either or both of those help us to grow our audience and continue to attract great guests like Chad.
Guest Bio
Chad Parks is CEO and founder of the first online and flat-fee retirement service for small businesses: Ubiquity Retirement + Savings, formerly The Online 401(k). Known for his unique and irreverent approach to business and the financial industry as a whole, Chad is regularly quoted in national publications, including The Wall Street Journal, The New York Times, Fox Business, Yahoo! Finance, USA Today, CNN Money, Bloomberg Wealth Manager, Business Week, Entrepreneur and Plan Sponsor for his passion for small business and entrepreneurship.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!