Qualified Plans/TPA

Thinking about offering retirement benefits to your team—or yourself? In this episode, Jeremy and Roy sit down with Eileen Shaw of Creative Retirement Plan Consulting to demystify retirement plans for business owners. They explore what a TPA (third-party administrator) really does, how small businesses can stay compliant, and why the Colorado SecureSavings mandate may not be your best option.💡 Whether you're a solopreneur, hiring your first employee, or scaling your team, this episode gives you real insight into how to build retirement benefits that retain talent, reduce taxes, and actually work for you.👥 Guest: Eileen Shaw – Co-Founder, Creative Retirement Plan Consulting📍 Topics Covered:- What “ARISA” means and why it matters- How to design a 401(k) plan that meets your business goals- Colorado’s mandatory retirement plan rules- Matching, profit-sharing, and owner savings strategies- Common mistakes that could cost business owners big🔗 Want to learn more? Connect with Eileen for help getting started.© 2021-2026 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS Hosted on Acast. See acast.com/privacy for more information.