Buck Hartzell
๐ค SpeakerAppearances Over Time
Podcast Appearances
I mean, when we first said, let's just call some of these big players and they'll want to do our 401k plan.
They're like, yeah, how many assets do you have?
And we're like, almost 3 million.
They're like, well, thanks for calling, guys.
Call us back in 20 years.
But anyhow, yeah, that's the reality is they want to deal with plans with bigger assets than we had certainly at that time.
So that makes it a little bit of a challenge.
You say we formed a committee.
Some might say we formed a hostile takeover.
It's terminology, but you can use whatever you want.
Yeah.
So if you're looking at your plan and you're not an expert in 401k plans and you don't spend your spare time like bro and I do looking at 11ks, I'll pass them along every now and then from to the committee on a Slack post.
Hey, look at this plan, what they have is kind of interesting.
If you don't do that, that's fine.
Most people don't.
you can just look at your own plan and go, okay, what features do we have?
That's where I would start first.
Because as you know, Robert, it doesn't cost anything to add a lot of these features, right?
So they should just be something that you have.
One of those is auto enrollment.