{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"The 401(k)onfidence System","description":"In the 16th episode of the Confident Wealth Podcast, Bill Bush and Andy Bush talk about the Horizon Financial Group\u2019s internal program called the 401K Confidence System. &amp;nbsp; Time Stamped Show Notes:  01:04 \u2013 The 401K Confidence System can be overlaid onto any plan regardless of the plan provider.   01:31 \u2013 1st Way the 401K Confidence System can be used: if a company wants a third set of eyes looking over their plan.   02:14 \u2013 2nd Way the 401K Confidence System can be used: with ongoing plan relationships.   03:43 \u2013 Things to look for in a plan advisor: experience, designations, 04:59 \u2013 Part 1 of the 401K Confidence System: the clarity conversation. 05:22 \u2013 Part 2 of the 401K Confidence System: the confidence plan evaluation. 07:44 \u2013 Part 3 of the 401K Confidence System: the plan improvement report. 09:54 \u2013 Part 4 of the 401K Confidence System: the guided transition step. 12:22 \u2013 Part 5 of the 401K Confidence System: the participant engagement experience.   14:45 \u2013 Part 6 of the 401K Confidence System: your fiduciary check-up.  &amp;nbsp; 3 Key Points:  The 401K Confidence System has six steps and can be used as a third party set of eyes and on an ongoing basis.   If you haven\u2019t seen your financial advisor in a long time, you are paying for service that you aren\u2019t getting.   Horizon Financial Group has assisted retirement plans for industries such as:  &amp;nbsp;&amp;nbsp;&amp;nbsp; healthcare, engineering, law firms, and construction companies. &amp;nbsp; &amp;nbsp; Tweetable Quotes: -&amp;nbsp;&amp;nbsp;&amp;nbsp; \u201cWhat are you excited about your plan? What is not working with it? What opportunities that you\u2019ve maybe heard of but you haven\u2019t taken advantage of yet?\u201d \u2013 Andy Bush. -&amp;nbsp;&amp;nbsp;&amp;nbsp; \u201cThe confident plan evaluation\u2026the forensic deep dive into their plan. It is the \u201cdo you know\u201d conversation.\u201d \u2013 Andy Bush. -&amp;nbsp;&amp;nbsp;&amp;nbsp; \u201cThey have an advisor, which is good. But they haven\u2019t seen their advisor in quite some time, which is not good.\u201d \u2013 Andy Bush. &amp;nbsp; Resources Mentioned:  Horizon Financial Group \u2013 website for Horizon Financial Group Confident Advisor Practice \u2013 podcast for Confident Advisor Practice  ","author_name":"The Confident Wealth Podcast","author_url":"http:\/\/confidentwealth.libsyn.com\/website","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/6865698\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/6865698"}