Making the Most of Your 401k: How to Optimize Your Plan's Design and Contributions

This Weeks Topics:

1. Enrollment and contribution best practices 
2. Plan design - who these plans are optimized for 
3. Fees, what they pay for
4. How to collab with an advisor 
5. Hidden secrets in the plan document 
6. Recent policy changes that expand investment offering potential 

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About your Hosts 

 

Ben Jones, CFP® 

Managing Director, National Wealth Management Group 

www.nwmgadvisors.com  

Sign up for Ben’s newsletter at www.karastick.com  

Follow him on X @thekaratstick 

https://www.linkedin.com/in/ben-nwmg/ 

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Special Guest: Matt Heitman, CFA, CFP®, ChFC®

Wealth Advisor, National Wealth Management Group

www.nwmgadvisors.com 

https://www.linkedin.com/in/matthew-e-heitman/

 

 

Comments or questions?  Email us at comments@moneyalchemistshow.com

Call us at 513-438-0095 

 

Comments or questions?  Email us at comments@moneyalchemistshow.com

 

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Editor:

 

Trevor Gargano

Email: Trevor@trevorgargano.com

LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/

Website: TheDigitalQuarterback.com

 

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Disclosure: 

 

Investment advice offered through National Wealth Management Group, LLC. 

 

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

 

The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.