In this episode Bill and Heather are joined by someone who needs little introduction when it comes to podcasting and that is none other than Rick Unser. Rick is a partner and managing director with Lockton Retirement Services, an offering of Creative Planning, but where you might hear him most, host of the podcast “401(k) Fridays.” Rick joins Bill and Heather to talk about the latest and greatest in investment menu design in retirement plans. Tune in to hear more about the broad trends he’s seen around investment menu design in recent years.
Bill Harmon is a registered representative of Voya Financial Partners, LLC (member SIPC).
Rick Unser is a partner and managing director with Lockton Retirement Services, an offering of Creative Planning. Creative Planning is a Registered Investment Advisory firm that manages more than $100 Billion in assets and serves clients in all 50 states.
Lockton Retirement Services and Creative Planning are separate entities and not corporate affiliates of Voya Financial®
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