Ep #32: Designing A Plan That Serves A Company’s Purpose And Their People with Troy Redstone
Troy Redstone and Josh Itzoe discuss why a company’s corporate culture is a good indicator of whether they will be a good client and commit to running a successful plan.
Our guest today is Troy Redstone, the founder of PHD. Retirement Consulting and the author of two books, Repurposement and 401(k) Architecture. He is currently the President of the Retirement Advisor Council, and he has also served as the President and Chair of the Employee Benefits Institute. In this episode, Troy and I discuss why a company’s corporate culture is a good indicator of whether they will be a good client and commit to running a successful plan.
Listen in as Troy shares key insights from his latest book, as well as how to optimize plan design by leveraging behavioral finance. You will learn how to cast a vision for plan sponsors so that they can aspire to better outcomes, why Troy has chosen to build a boutique firm that is solely focused on retirement plans (not wealth management), and how you can learn to chase the thing that really gives you purpose.
Listen in as Troy shares key insights from his latest book, as well as how to optimize plan design by leveraging behavioral finance. You will learn how to cast a vision for plan sponsors so that they can aspire to better outcomes, why Troy has chosen to build a boutique firm that is solely focused on retirement plans (not wealth management), and how you can learn to chase the thing that really gives you purpose.
