Running a 401k Plan Successfully

Eric Vickery interviews financial advisors, Barron and Julian Natelli with Oppenheimer, on managing 401k plans—covering cost savings, fee structures, education, and how offering a 401k boosts retention and talent.

Resources:

• Oppenheimer & Co. Inc
• All-Star Live Dental Training Events
• Dental Coaching
• Dental Practice Growth Webinar

About Barron and Julian Natelli

As Oppenheimer Financial Professionals, we align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. We use an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. We focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.

About Eric Vickery

Eric is the President of Coaching at All-Star Dental Academy. He speaks all over North America on Practice Management and Case Acceptance. Since 2001 Eric has coached over 300 offices on all Practice Management topics including how to resign from restrictive insurance plans.