Qualified Plans/TPA
Thinking about offering retirement benefits to your team—or yourself? In this episode, Jeremy and Roy sit down with Eileen Shaw of Creative Retirement Plan Consulting to demystify retirement plans for business owners. They explore what a TPA (third-party administrator) really does, how small businesses can stay compliant, and why the Colorado SecureSavings mandate may not be your best option.
💡 Whether you're a solopreneur, hiring your first employee, or scaling your team, this episode gives you real insight into how to build retirement benefits that retain talent, reduce taxes, and actually…
The skinny
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