Chris  Carosa

Why MEPs and PEPs are good news for small business retirement planning

Chris Carosa joins Jim Blasingame to report on Multiple Employer Plans and Pooled Employer Plans that will become law in 2021, which will help make retirement funding easier and less expensive for smaller businesses.

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Chris Carosa joins Jim Blasingame to discuss some of the ways to establish customer engagement – like selfie videos – that foster relevance and trust.
Chris Carosa joins Jim Blasingame to discuss how to use the multiple digital platforms to connect with customers with an analog message from one human to another.
Chris Carosa joins Jim Blasingame to discuss whether we can discern any economic and investing conditions during a Biden administration based on the Obama era experience.
Chris Carosa joins Jim Blasingame to report on the issues around social investing rules for fiduciaries, and how these impact your retirement fund.
Chris Carosa joins Jim Blasingame to report on Multiple Employer Plans and Pooled Employer Plans that will become law in 2021, which will help make retirement funding easier and less expensive for smaller businesses.