EPISODE · Oct 11, 2024 · 56 MIN
Tech-Driven Retirement: The Benefits of 401(k) MEP Programs for Employers and Employees E53
from AZ TechCast · host The Arizona Technology Council
In this episode of AZ TechCast, we’re joined as always by Arizona Technology Council President and CEO Steve Zylstra. Our guests today are Tom Tenney from Legacy Wealth Management and Sheila Kloefkorn from KEO Marketing. Together, we’re going to explore the Arizona Technology Council's 401(k) Multiple Employer Plan (MEP) program. We’ll discuss the advantages of MEPs for employers and employees, current trends in the investment space, and the differences between ROTH IRAs and traditional 401(k) plans, among other topics. The conversation will also highlight how advancements in financial technology are transforming retirement investing, making it easier for companies and employees to manage their savings. Listen along to learn how Council members have benefited from these programs and stay updated on the latest in retirement savings innovation.
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What this episode covers
Our guests today are Tom Tenney from Legacy Wealth Management and Sheila Kloefkorn from KEO Marketing. Together, we’re going to explore the Arizona Technology Council’s 401(k) Multiple Employer Plan (MEP) program.
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Tech-Driven Retirement: The Benefits of 401(k) MEP Programs for Employers and Employees E53
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