- Tom’s background and his journey in the retirement planning industry
- The concept of compensating factors
- The difference between defined benefits and defined contribution
- SYM’s “Three Uniques” and taking on fiduciary responsibilities
- The three investment models SYM offers their clients
- Encouraging people to save and invest even in down markets
- The pendulum in the 401(k) space and why today’s younger people are more interested in 401(k) plans
- The components of a 401(k) plan
- Why business owners should offer 401(k) plans to their employees
- Incubator plans and making the 401(k) transition easier
- Why business owners should know every retirement plan option
- Why health insurance is the most popular benefit among companies
- Holding retirement plan providers accountable
- The value of working on retirement plans with trusted advisors
- “The eighth wonder of the world is compounding money.” – Seth Whicker
- “Even though you’re young, you want to retire someday. To do that, you’ve got to rely on yourself by saving early and often.” – Seth Whicker
- “You don’t make a profit off of the 401(k) plan. What you’re making is goodwill for your employees and, if it’s designed properly, goodwill for yourself.” – Tom Ackmann
- SYM Financial Advisors
- SYM Financial Advisors on LinkedIn
- SYM Financial Advisors on Facebook
- Tom Ackmann on LinkedIn
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