Podcasts

Lyle K. Benson, CPA/PFS is the president and founder of L.K. Benson & Co. in Baltimore, and immediate past chair of the AICPA’s Personal Financial Planning Executive Committee.

Robert Familant is treasurer and CEO of Manhattan-based Progressive Credit Union.

Both savings vehicles are important. Here are some useful guidelines for advisers seeking to help employees prioritize their savings objectives.

Neil Haggerty was formerly the Congress reporter for American Banker. He previously was a financial regulation reporter at MLex Market Insight.

Even if an employee does not use the triple-tax-advantage of these accounts, the benefits are still valuable.

If a third-party administrator makes an error, it can be very expensive for the plan sponsor and investment adviser.

Mark D. Smith is director of business development for MVP Financial Equipment.

Robert Burgess is an editor at Bloomberg News.

Timo Elliott is an innovation evangelist at SAP.

Justin Rodenbostel is a software engineer and architect, and vice president of open source development at SPR Consulting, where he leads one of the custom application development practices at the digital technology consultancy. Throughout his career, Justin has worked on large, mission critical enterprise apps, small internal apps, and everything in between – for clients as small as a 3-person startup and as large as a global Fortune 50.