How to Optimize an Employer-Sponsored Retirement Plan

From the front line to the executive suite, every credit union employee has different needs when planning for retirement. It is why guest Phil Westhoff, who leads the Qualified Plan Advisory Group at Stearns Financial, discusses why a one-size-fits-all approach to employer-sponsored retirement plans isn’t beneficial for plan participants. Doug and Phil discuss why credit union executives should take a different approach when it comes to investing in target date funds, tips for optimizing your retirement strategy, and what you should look for in a retirement plan. Listen to hear the full details.