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Pension Webinar Course - Session 2: Fundamentals of a 401K

As a business owner, it can be difficult to know what type of retirement plan to choose. In this session you will learn about the varying types of plans with David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors, and author of Invest in Your Life as he walks you through the basic principles of a 401K.

Click here to watch now. 

What to watch for:

What is a 401K? 7:29

Pros and Cons of a 401K 10:30

Roth vs. Traditional IRA 13:56

Who is Involved in a 401K? 17:04

Fiduciary Responsibility 21:46

Watch the Fees 26:47

6 Areas to Consider When Designing a 401K Plan 27:24

Self-Employed Taxpayers 30:05

Solo 401K VS. Safe Harbor 401K 32:03

Where to Set Up a 401K 42:07

Staying Compliant 43:24

NAPFA-Registered, Fee-Only Financial Advisors

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