Video Library

Skip to Videos
  • What Is an ESOP_ Ownership & Retirement Planning.png

    What Is an ESOP? Employee Stock Ownership Plans Explained

    What is an ESOP, and how does it work? Marshall Dodge sits down with Pete Shuler of Blue Ridge Associates to explain Employee Stock Ownership Plans, how they compare to 401(k) and profit-sharing plans, and how employees can become beneficial owners of the companies they work for.

  • What Is an ESOP_ Ownership & Retirement Planning.png

    ESOP Explained: A Common Employee Ownership Misconception

    Learn how Employee Stock Ownership Plans (ESOPs) work and why business owners should understand the difference between rewarding select employees and creating broader employee ownership opportunities.

  • What Is an ESOP_ Ownership & Retirement Planning.png

    FULL VIDEO: What Is an ESOP? Employee Ownership, Business Succession & Retirement Planning

    Could an Employee Stock Ownership Plan (ESOP) be the right fit for your business? Marshall Dodge sits down with ESOP specialist Pete Shuler to discuss employee ownership, business succession planning, potential tax benefits, and how ESOPs can complement traditional 401(k) retirement plans.

  •

    How to Build a Repeatable Sales Process for 401(k) Plan Success

    Drive consistent growth for your retirement plan business by mastering a repeatable sales process. In this video, we share practical steps and proven strategies tailored to directors of retirement plans, helping you engage prospects, improve conversion rates, and scale your 401(k) services with confidence.

  •

    How Much Should I be Saving for Retirement?

    In this clip, Marshall and Ryan explore the critical topic of retirement savings, discussing recommended savings amounts and strategies tailored to individual circumstances.

  • What is a Target Date Fund?

    Marshall and Ryan discuss the definition of Target Date Funds. They then examine the benefits and drawbacks associated with these funds.

  •

    Should I be Using a Roth or Traditional 401(k)?

    Marshall, Director of Retirement Plans, along with financial advisor Ryan Campbell, examine the distinctions between contributing pre-tax dollars and Roth dollars to a 401(k) plan. Understanding the nuances of these contribution types is essential for effective retirement planning.

  •

    2024 FLSA Updates and Insights

    This video covers the 2024 updates to the Fair Labor Standards Act (FLSA) and their impact on your business. Learn about new minimum salary thresholds, overtime regulations, and compliance requirements. We'll highlight key aspects to help you stay compliant and ready to adapt to the new mandates.

  • HR Violations - Classification Issues

    Rachel and Marshall address the compliance issues that may arise within your business and provide actionable steps to manage them effectively. This segment is from the HR Insights Webinar.

  • Screenshot 2024-05-31 114706.png

    What if your Business is not yet Ready for the Market?

    In this video, we explore essential strategies for businesses not yet ready to go to market. Discover how to assess your readiness, identify key milestones, and develop a roadmap for success. Learn about market research, refining your product or service, and building a strong business foundation. Don't miss these crucial insights to prepare your business for a successful launch.

  • Tips For a Successful Business Sale

    Discover essential tips for a successful business sale in our latest video. Learn how to prepare your business for sale, increase its value, and navigate the negotiation process. Whether you're a seasoned entrepreneur or a first-time seller, these expert insights will guide you through the critical steps to ensure a smooth transition and maximize your return. Don't miss out on the strategies that can lead to a successful and profitable sale.