Retirement Plan Consultant
Jordan helps business owners and employees understand the power of their retirement plans. He consults with businesses to develop high-quality plan services and provides education that helps employees be more strategic about their retirement.
Jordan’s interest in financial services began at CNBC, where he worked on shows such as “Fast Money.” He’s also worked at ADP and is an Accredited Retirement Plan Consultant (ARPC).
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Tax Savings Guide for Business Owners
Provider Evaluation Checklist
The 401(k) Plan Cost Guide
As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable.
Fund Lineup Checklist
Quickly audit your fund lineup with this checklist
One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.