We all know the 401(k) plan fits into an employers overall benefits package, but how many of you are spending time working with the benefits broker. This relationship is one you need to work on and give back to if you want incredible results. Executive teams often turn to their benefits brokers and consultants for direction on the 401(k). Learn how to be top of mind when that conversation happens. Katie Wood is one of the best brokers I've ever met. If you are looking for help with a clients benefits you can find her here. Or email her at: [email protected]

Remember (k)lub Sesh is every 3 weeks. More info here: https://www.401jake.com/sesh

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