Brokers play an important role in the retirement community, yet a proposed rule change in the federal government may alter how they operate, and some believe it could possibly put a long-term damper on participation in 401(k) retirement plans. Continue Reading
About Jake Vogelsang
Jake Vogelsang is a Retirement Plan Consultant and has 20 years of experience in the retirement industry. Jake's areas of specialty are selection and monitoring of mutual and commingled fund investments for DB and DC plans, DB and DC plan trust administration, and general use and design of non-qualified supplemental retirement plans, especially rabbi trusts. He graduated from Lehigh University School of Business and Wake Forest Graduate School of Business (MBA). Jake has also obtained the CEBS, CFS, and AIF designations and he is a member of IMCA, ASPPA, and NAPA.
PSA Perspective was born from our organization's mission - "Dedicated to Growing and Protecting the Assets of our Clients." In the world of financial services, knowledge is power. To support our ongoing effort to be a strong partner, our goal is to share our knowledge and expertise with you - to answer questions as keep you current on the latest in the financial services industry.