Ep #12: Being Different by Design with JD Carlson, Owner of Plan Design Consultants
Get an insider look at the value a great third-party administrator (TPA) provides to advisors and plan sponsors.
JD Carlson is the owner of Plan Design Consultants, a third-party administrator that was started by his father and has been in business for nearly 50 years. JD is also the host of the popular web show, Retireholi(k)s, a series of laid-back videos on 401(k) retirement plan industry topics. Today he joins the show to discuss the critical role of a third-party administrator (TPA) and how his firm strives to differentiate themselves from other TPAs by delivering their SmartEasyAwesome service model.
Listen in as JD shares his thoughts on fees, the convergence of health, retirement, and wellness, and how the hunger for participant data is shaping the industry—creating both benefits and potential risks for plan sponsors and advisors. All this from one of the most colorful (and astute) pros in the industry.
Listen in as JD shares his thoughts on fees, the convergence of health, retirement, and wellness, and how the hunger for participant data is shaping the industry—creating both benefits and potential risks for plan sponsors and advisors. All this from one of the most colorful (and astute) pros in the industry.
