Bryan England and Eric Morrison: High Touch Participant Service

Be More Than A Fiduciary

About Bryan England, AIF®️: Bryan is the Chief Operating Officer of Sundvold Financial. He leads the firm’s retirement plan education team as well as its investment due diligence processes. Furthermore, he manages a group of the firm’s retirement plan clients, several of whom have been with the firm since Bryan’s first day in 1999.

About Eric Morrison: Eric is the President of Sundvold Financial. He is engaged in the implementation of growth initiatives for the firm as well as leading its business development strategies. Additionally, he is at the point for the firm’s future planning around new lines of business, service sectors, and partnerships.

In this episode, Eric, Bryan, and Eric discuss:

• What to look for when searching for a 401k plan advisor
• The benefits of holding monthly meetings which are off-cycle from formal committee meetings
• Advice for young advisors
• Taking ownership and responsibility

Key Takeaways:

• When searching for a 401k plan advisor, focus on how they can help from a fiduciary and plan design standpoint, as well as their strategic approach to education and handling unexpected situations.
• Holding monthly off-cycle meetings with clients in addition to formal committee meetings helps address timely issues and keeps everyone on the same page, leading to increased productivity.
• For young advisors, always remember to be patient with results and expectations. Be humble enough to admit when you don't know something and seek guidance from mentors.
• As a plan committee member, take ownership of the responsibility and handle the plan as if it were your own account. By following insights from industry experts, you can navigate the challenging but rewarding world of 401k plans with confidence and success.

“I would encourage young people to become an expert in everything as it relates to not only retirement plans but also benefits. If you know their benefits, if you know social security, if you know Medicare, you can bring a lot to the table when you develop those relationships and have those value adds going forward.” - Bryan England

Connect with Bryan England and Eric Morrison:

Website: https://www.sundvold.com/

Eric’s LinkedIn: https://www.linkedin.com/in/eric-morrison-8076608/

Connect with Eric Dyson:

Website: https://90northllc.com/

Phone: [phone]

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/401kguy/

The information contained herein is general in nature and is provided solely for educational and informational purposes.

It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.

The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.