As a business owner or HR manager, the enormous fiduciary responsibilities that come with offering a 401(k) or other retirement plan to employees is often overlooked— responsibilities that not only put your company at risk but can also surprisingly threaten your personal assets. Watch this video to find out about the two key fiduciary duties you carry when offering a 401(k), plus the alarming legal and regulatory risks you take if you fall short. Learn the practical steps we took at Oak Harvest Financial Group to remove this liability and reduce plan costs.

Protect both your company and yourself by downloading our free step-by-step report here: click2retire.com/download-401k-free-report

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Disclaimer:
Hypothetical outcomes do not reflect actual results and are not guarantees of future results. Any index references herein are unmanaged and cannot be directly invested into. Past performance is no indication of future results. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing or tax savings strategy will be successful. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.

The second interview with Zoom Nguyen of Empowered Brokerage. Zoom is a sales director of Empower Brokerage, a leading brokerage in the US.

"When you deliver the check ... that is when you realize how important this work is. At that moment, you are the most important person in a family's lives." - Zoom Nguyen.

Wealth, and financial security are not an accident. Fairy dust from the sky does not make us financially secure. Proper planning, so that we can take right action does. Wealth is supposed to be passed on from one generation to the next. However, this requires wisdom, planning, and the application of the right strategy.

Learn to do this the right way.
Learn to set your family free, forever - safely, and securely.
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1 Kingdom Life (. com)

Suze Orman just brought down the hammer on annuities. She compared indexed annuities to the stock market to justify her opinion. In this video, I break down the true purpose of annuities, which is to be a bond alternative, not a stock market alternative.

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