Angie Isakson, a Qualified 401(k) Administrator, is a senior retirement plan design consultant. She serves clients from Rea & Associates' Dublin office. Angie specializes in retirement plan design and implementation of qualified plans. Areas of expertise that she can talk about (even in her sleep) includes retirement plan compliance testing, retirement plan design, retirement plan audit, EPCRS correction procedures, and Form 5500s.
Angie earned her bachelor's degree in accounting from Youngstown State University and, furthering her professional development, Angie is involved with the American Society of Pension Professionals and Actuaries. When she's not in the office, you can find her spending time with family, hanging out by the pool, reading books and working out. Read more about Angie.
Steve Frank, AIF, is a principal and financial advisor with Investment Partners. He began his career in the financial services industry in 1987, after graduating from Edinboro University with a bachelor's degree in finance. He has earned the FINRA Series 6, 7, 22 and 63 securities registrations as well as the Accredited Investment Fiduciary professional designation from Fiduciary360. Additionally, he is an active member of the Summit Study Group and the Retirement Plan Advisory Group. He has also be recognized as a President's Club advisory for 2018.
Steve is also an avid golfer who says his passion for the game is not reflected in his handicap. In 2016, he traveled to Scotland to play some of the oldest and toughest courses. In the fall of 2018, he played Augusta National. On the weekends, depending on the season, you will find Steve and his family on the golf course, working in the yard, driving to a hockey tournament or watching a Columbus Blue Jackets, Ohio State or Pittsburgh Steelers game. Learn more about Steve.
Do A Better Job Of Saving For Retirement
Around 10,000 people reach retirement age every day. But, unfortunately, not all of them will be able to retire. We regularly hear that older Americans are postponing their retirement because they don’t have the financial stability necessary to sustain their current lifestyle, so this is a trend that promises to continue for the foreseeable future.
Today, businesses are being asked to help close the gap — by not only taking on older workers but by helping the younger population proactively save for their retirement.
Steve Frank, a wealth management advisor with Investment Partners, LTD, and Angie Isakson, senior plan consultant with Rea & Associates, join this episode of unsuitable to teach us how businesses can help their employees overcome the American retirement crisis.
Listen to this episode of unsuitable to learn:
- Retirement strategies that are beneficial for both organizations and employees
- How organizations can educate their workforce on the ins and outs of saving for retirement
- How a good retirement plan makes your organization more appealing to top talent
- Bad retirement advice that you should be wary of
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