In this episode, Bill and Heather and joined by arguably one of the coolest guys in retirement — Owner of Plan Design Consultants, JD Carlson. JD is also the host of Retireholics, a weekly show where retirement industry professionals get together to talk shop. And, while he spends most of his time talking to folks in varying roles across the retirement plan industry, we’ve asked him to the podcast to share his own perspective to provide a “state of the industry.”
Bill Harmon is a registered representative of Voya Financial Partners, LLC (member SIPC).
Plan Design Consultants is not a member of the Voya® family of companies.
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