Investing is a tough game. Do you have the right coach?
A winning retirement plan structured by Carl Valimont, President of Denali Wealth Management
With the 401(k) environment ever-changing—DOL regulations; getting employees to save, so they can retire on time; and increased litigation against plan sponsors—wouldn’t it be reassuring to confirm that your 401(k) plan is what you want it to be? The purpose of this book is to share valuable strategies regarding your 401(k) plan process. Amazingly, the similarities between coaching a sport and advising 401(k) plan sponsors to win more often are striking. The results that flow from implementing a successful process are powerful. Sometimes it’s about the scoreboard, but most of the time, it’s about where the puck is and who has it.
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