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Ep 15: How to Set Up a 401(k) Plan
Ep 15: How to Set Up a 401(k) Plan
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, and today’s episode is all about helping business owners implement 401(k) plans—a topic that comes up often for financial advisors and their clients.Joining me is John Jones, President of Scissortail Executive Advisors, a firm specializing in optimizing corporate 401(k) plans. John works closely with financial advisors to help business owners navigate the complexities of setting up and managing retirement plans.
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Episode 15: How to Set Up a 401(k) Plan
Guest: John Jones, President of Scissortail Executive Advisors | Ep. 15
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, and today’s episode is all about helping business owners implement 401(k) plans—a topic that comes up often for financial advisors and their clients.
Joining me is John Jones, President of Scissortail Executive Advisors, a firm specializing in optimizing corporate 401(k) plans. John works closely with financial advisors to help business owners navigate the complexities of setting up and managing retirement plans.
Key Takeaways:
✅ Why 401(k) Plans Matter – How they benefit businesses, owners, and employees.
✅ Setting Up a Plan – Best practices for implementation and avoiding common mistakes.
✅ Plan Optimization – How to maximize tax benefits and ensure compliance.
✅ Financial Advisors’ Role – How advisors can add value when guiding business owner clients.
💡 If you work with business owners, understanding 401(k) plans is key to providing comprehensive financial guidance!
🔗 Connect with John Jones:
📩 Stay updated on tax & financial insights for advisors: Subscribe Here
☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.DominionEs.com
