How to Make Your Small Business 401(k) Plan Come Alive

• 1:00PM - 1:30PM • Workshop Room 3

Want to learn how you can attract and retain staff? How about through offering an amazing retirement savings plan that your staff is engaged in? Through this presentation, David will outline strategies for adopting an excellent 401(k) benefit, and implementing this within a small business so that both business owners and their employees can set off on the path to a smooth and secure retirement.

Presented by:

David Ranney from Rebalance Headshot Photo at Small Business Expo

David Ranney Rebalance

David Ranney brings deep experience as Vice President of Sales for our firm’s premier small business 401(k) offering, BetterK. Before joining Rebalance, he spent more than two decades at Fidelity, driving innovation in workplace retirement investing. During David’s 20+ year tenure at Fidelity, he led the Workplace Investing team in a variety of managerial roles, including Vice President of Sales. He has a track record of success in client-facing roles, leading 401(k) sales efforts in employer-sponsored retirement plans. While at Fidelity, he won several prestigious leadership awards, including the National Leadership Award, President’s Circle Award, the Regional Leadership Award, an
David Ranney brings deep experience as Vice President of Sales for our firm’s premier small business 401(k) offering, BetterK. Before joining Rebalance, he spent more than two decades at Fidelity, driving innovation in workplace retirement investing. During David’s 20+ year tenure at Fidelity, he led the Workplace Investing team in a variety of managerial roles, including Vice President of Sales. He has a track record of success in client-facing roles, leading 401(k) sales efforts in employer-sponsored retirement plans. While at Fidelity, he won several prestigious leadership awards, including the National Leadership Award, President’s Circle Award, the Regional Leadership Award, and the 100% Club Award.
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