Designing Your 401(k) Plan

Hosted by Jason Dye, CFP®,QKA

401(k) plans, and especially 401(k) administration is not simple. And yet 401(k) plans have become an integral part of retirement income planning for nearly everyone today. And understanding how your 401(k) plan is crucially important for employees and company management.

Full Access only $99

Workshop Instructor

Jason Dye, CFP®, QKA

In this workshop Jason will detail:

The key decisions you must make as a plan sponsor when establishing a retirement plan
What the Regulatory Rules are associated with each decision
How these decisions impact Plan Operations on a daily basis
The impact of plan setup on your Participant’s experiences while saving for retirement

Full Access only $99

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Academy Campus Tour

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Once I sign up for my membership, what happens?

Step 1. You will receive an email invoice, and a confirmation email with a link to log in.

Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.

Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.

If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.

If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.

How long will it take to receive my email?

We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com

How do I cancel my subscription?

You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.

Who is this for?

Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.

Will I keep this price forever if I sign up now?

Yes, Retirement Researcher Academy member, you will keep your membership price, as long as you do not cancel.

Do I need this if I have an advisor?

What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.

Can I get a refund on my membership subscription?

No, we are not offering refunds for membership subscriptions.

Can I join the membership site if I live outside the US?

Sadly, the membership site is only available for purchase by individuals in the United States.

Frequently Asked Questions

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.