Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business.  In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines.

If you would like to discuss your current retirement plan or a new retirement plan, please email David@parallelfinancial.com and we can arrange a time either in person or via zoom for a 20 minute conversation.

Also, be on the lookout for details about our upcoming virtual summit!