Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees

Podcast: Wealthyist · Annex Wealth Management

Opublikowano: 2026-06-12

In this episode of Wealthyist, host Greg Batiansila sits down with Tom Parks, Director of Retirement Plan Services at Annex Wealth Management. Tom leads Annex’s 401(k) advisory team and brings over 25 years of experience helping business owners optimize their retirement plans. The conversation challenges the common view of 401(k) plans as just another compliance checkbox or “fine for now” employee benefit. Instead, Tom reframes them as a strategic tool that can reduce employee financial stress, improve company culture, boost productivity, aid retention, and even support long-term business value. Key points discussed include: What Annex’...