| How Will You Retire? | SageView Who? | Who Wants to Be a Millionaire? | Compliance Complications | Just for Fun |
|---|---|---|---|---|
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It varies based on the source. Some say $50,000, others have it as high as $100,000. It is skewed due to a lack of rollover account data.
What is the national average savings account balance?
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Randy Long. And he received an industry Life Time Achievement award last year too!
Who is the founder of SageView?
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Robyn Leech.
Who was the host of Lifestyles of the Rich and Famous?
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A notice that communicates a significant reduction in benefits to retirement plan. EGTRA made it "extra" fun.
What is a 204(h) Notice?
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Baaaahhhhhsssttttaaaahhhhhhhn Bruins. Home to our office nominated as Advisor of the Year, multi office category.
2013 Stanley Cup Champs
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Well, they didn't rank them, but they did select Boise, Pittsburg, Oklahoma City and Bowling Green KY.
According to Forbes, what is the best place to retire in 2014?
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15. Orinda is the best :)
How many offices nationally to we have?
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I hope you like Sushi - it's Tokyo Japan.
What is the richest city in the world?
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True. Lucky him!
True or False. Jon has done compliance testing and filed Form 5500's.
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Dark. We are all over Billy Idol.
Adam Levine: blond or dark?
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About 5%.
What is the national average savings rate?
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Boston (also playing in the Stanley Cup playoffs right now)
What office is a finalist in Plansponsor's multi office advisor of the year?
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No. Mostly because it won't become reality. And there is a $15,000 cap on contributions.
Will a MYRA account make anyone rich?
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Yes.
Fee disclosure: a good or bad thing?
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Wells Fargo of course.
Whose tagline is this: Together we'll go far.
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Shlomo Benartzi. And he was out keynote speaker at the WP&BC spring conference a couple of years ago.
Who is the famed author of the 90-10-10 Plan?
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True. And we provide 3(21) and 3(38) advisory services.
True or false. We have always been a fiduciary to our clients?
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Ted Benna. He too spoke to our members at WP&BC. Who knew he'd be so bitter? But he probably did ok.
Who is known as the "Father of 401(k)?"
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Adecco. Complex plan. Great job Wells Fargo.
One of your largest clients, been a shared RK/investment advisory client of ours for years?
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DC. Home to ASPPA. We'll ask Brian Graff to help us all with a better work/life balance.
What is the most stressful city to live in in the US right now?
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No. And they like a 2% bump up each year too!
Do participants opt out of auto enrollment when the plan deferral rate is 6%?
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DC/DB and wealth management
What are our primary lines of business?
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Terry Crews. Never heard of him but good for him.
Who is the new host of Who Wants to be A Millionaire?
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No. When the plan passes, this is more of a benefit.
If a Plan is not passing it's compliance tests the sponsor should consider adding Roth?
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Tina & Tim!
Selecting from Leslie, Tina, Tim and Jon, who used to work together?
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