Met with:
Mary Kate Radloff
Discussed their 401k platform. They have an unbundled TPA model and a bundled for Larger plans. Discussed marketing materials and employee wellness tools. We also discussed specific managers that we utilize in our 401(k) plans.
Attendees: Greg Tobey, Dan Romero & Jason Martinez
Location: Sushi @ Sushi
Time: 1:15pm
Estimated Cost: $90