by Elliot Kallen | Dec 17, 2021 | Meet The Expert with Elliot Kallen
Welcome to Season 2, Episode 23 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Trey Banton, a regional Vice President at Transamerica, to discuss what makes a 401(k) plan great, key elements to look out for in the process, and what...
by Elliot Kallen | Aug 28, 2021 | Meet The Expert with Elliot Kallen
Welcome to Season 2, Episode 19 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Emma Tookey, Senior Retirement Sales Executive at T. Rowe Price, to discuss the latest developments in the 401(k) space, the Fiduciary duties of Trustees and...
by Elliot Kallen | Aug 27, 2021 | Meet The Expert with Elliot Kallen
Welcome to Season 2, Episode 18 of Meet the Expert® with Elliot Kallen! Nobody wants to be sued by employees or ex-employees. Elliot Kallen brings on Eric Petersen, Pension Consultant at Hicks Pension Services, to discuss Defined Contribution and Defined Benefit...
by Elliot Kallen | Jul 16, 2021 | Meet The Expert with Elliot Kallen
Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen!Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary & Deaver LLP, to discuss the nuts and bolts of a well-run 401(k) plan. As an auditor of ERISA 401(k) plans, Mark...
