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Maximizing 401K Plans and Retention Strategies for Franchise Systems and Small Businesses
Manage episode 493913983 series 2956470
Looking to enhance your company’s 401k offerings and boost employee retention? Marc Walker, Chief Investment Officer at Legacy Advisory Partners, brings over two decades of expertise in investment services, fiduciary compliance, and retirement plan design. He will discuss best practices for 401k plans, key leader incentives, and retention strategies. This is a live recording originally recorded on June 13, 2025 at approximately 1 PM Eastern Time USA.
- Learn more about Legacy Advisory Partners, here: https://legacyadvisorypartners.com/
- Ready to talk about franchising your business or help with your franchise efforts? Book a complimentary consultation with one of our consultants: https://bigskyfranchiseteam.com/consultation-routing/#call
- Subscribe to our other podcast: Multiply Your Success: https://www.multiplyyoursuccesspodcast.com/
- Subscribe to our other podcast: Franchise Your Business: https://open.spotify.com/show/7Ff8rTBR1Oykv4dIOOBdhn
ABOUT BIG SKY FRANCHISE TEAM:
This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/ or by calling Big Sky Franchise Team at: 855-824-4759.
The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions. References to external data sources, studies, statistics, or other third-party content are not claimed as our own unless explicitly stated. We do our best to provide proper credit and citation where due. If we unintentionally fail to cite or credit a source, please let us know, and we’ll gladly correct it and provide the appropriate acknowledgment."
Chapters
1. Introduction and Series Overview (00:00:00)
2. Challenges for Small Businesses (00:05:25)
3. Pooled Employer Plans Explained (00:09:04)
4. Improving Retirement Outcomes (00:14:36)
5. Automation: The Key to Success (00:22:25)
6. Final Thoughts and Contact Information (00:28:27)
60 episodes
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