Relevant Irreverence: On the front edge of retirement plan servicing

We like to bring the public and private sector together to share good ideas. Today we’re mashing up the realities of small plan servicing in a technically advancing world with the onset of Auto IRAs with J.D. Carlson of Plan Design Consultants and the bro-style streaming program, Retireholics. Let’s see if the result is more like guacamole (which we love), or English-style mashie peas (no love).