Ep 32: Plan Confidence

Kevin Clark The Insurance Marketing Organization Podcast with Seth Greene Episode 032: Plan Confidence Kevin T Clark is a Dalbar certified Registered Fiduciary who has been in the financial industry since 1997. In 2016, he co-founded Plan Confidence Corporation to allow the 100 million Americans with money in their employer’s retirement plan the abilty to receive advice from an adviser of their choosing. He is an ERISA nerd living in Sarasota FL. When he is not revolutionizing the ERISA advice space, he enjoys boating and reading on a sandy beach. Listen to this insightful episode where Kevin explains how Plan Confidence is helping people stay ERIA safe. Here is what to expect on this week’s show: - Who Plan Confidence is and what they do - How Kevin navigates complex ERISA rules to help his clients with their 401Ks - What gave Kevin the idea to have more scaleable software - Ways in which Plan Confidence is helping financial advisors, insurance agents, and RIA firms - How advisors who provide non-ERISA compliant 401K advice are doing more harm than good - The eureka moments that are Kevin’s favorite part of his job Connect with Kevin: Guest Contact Info: Website: https://www.planconfidence.com/ LinkedIn: https://www.linkedin.com/in/planconfidence/