Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF®

  Рет қаралды 3,171

Harbor Capital Advisors

Harbor Capital Advisors

8 күн бұрын

Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.”
On this episode of The Active Advisor podcast, host Bryan Moore chats with Evan Pawloski, AIF®, Senior Partner and Plan Advisor at Michigan 401(k) Advisors. Join them as they discuss the importance of selecting the right 401(k) advisor and the challenges companies face when they don't put in the work upfront. Evan emphasizes the importance of focusing on the basics and doing the necessary work to ensure the success of retirement plans.
This episode of The Active Advisor covers:
• Blocking and tackling as a retirement plan advisor
• Building an advisory business focused on retirement plans
• Being the first line of defense for plan sponsors
• Factors to consider when selecting a 401(k) advisor
• Why benchmarking your plan matters
• Benefits of active management in a volatile market
Episode Highlights
00:01 - The importance of blocking and tackling while managing retirement plans
07:57 - Building a business around retirement planning
14:12 - Identifying the first line of defense
16:22 - Factors to consider when selecting a 401(k) advisor
18:49 - Why benchmarking your plan matters
28:12 - Benefits of active management in a volatile market
Harbor Capital: info@harborcapital.com | harborcapital.com
Bryan Moore: / bryanmoore71
Evan Pawloski: / 62889a317b427821b1
Michigan 401(k) Advisors: michigan401kadvisors.com/
Music provided by Tom Hunt / Music&SFX Pro, Artlist License
The Active Advisor:
• Apple Podcasts: apple.co/3G00p06
• Spotify: spoti.fi/3lWkDRA
• bCast: podcasts.bcast.fm/the-active-...
• KZfaq: • The Active Advisor
#activeadvisorpodcast #wealthmanagement #financialadvisor #investmentplanning

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