Safe Harbor is only the start to a great plan design. You need to know what questions to ask to steer the business owner in the right direction. They won't have a clue what the gateway percentage is, but you SHOULD! Listen up to learn from one of the best in the industry! Chad Johansen explains how he approaches plan design conversations for professional groups like doctors, dentists, attorneys and engineers. You can see more of Chad on the Retireholi(k)s ( https://www.retireholiks.com/) show or find him hard at work at Plan Design Consultants (https://www.plandesign.com)
Next (k)lub Sesh is June 26th 10:30pst/1:30est https://www.401jake.com/sesh
