Mike chats with Kevin Palm, a leading retirement plan actuary with over 35 years of experience in cash balance and defined benefit plan design and consulting. Kevin’s unique combination of advanced technical proficiency, extensive business knowledge, and superb client relationship skills enable him to rapidly review and make recommendations on even the most complex retirement plan circumstances. In this episode, Kevin walks us through the rainbow of retirement plan options, from entry-level basics to the pinnacle in highly-advanced designs. Business owners, executives, finance and human resources specialists, listen in as Kevin guides you down the retirement plan path.
An Enrolled Actuary under ERISA, Kevin earned his BS degree in mathematics/applied science from the University of California, Los Angeles. To learn more and to contact Kevin, he can be reached at 818-379-6168 or email@example.com. Visit the FuturePlan website at https://www.futureplan.com/
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