On the CouchWith Christopher and Katherine Tipper
Save the Trees
Christopher and Katherine go over how the DOL is saving trees by allowing mandatory notices to be sent electronically.
FRIDAY AFTERNOON WITH BOURBON- SECURITY
Christopher and Katherine sit down and go over how important security is in the industry
Women in Business
Christopher sits down and interviews Katherine on how women in business think about retirement and running a small business
Rhino in the Room
Christopher and Katherine sit down and go over our first fan question on the history of the Rhino in the room.
Friday afternoon with Bourbon: How a Cash Balance can help you
Christopher and Katherine go over some of the benefits of a Cash Balance plan
No Free Lunches
Christopher and Katherine go over some watch out and tax gotchas on forgiven PPP loans, CRDs and RMDs.
Fright night with Bourbon Theft.
More Scary Stories from Christopher and Katherine… this is on Theft
Industry changes with Heidi Roussel-Godfredy from Ft. Williams
Christopher and Katherine sit down with Heidi Roussel-Godfredy from Ft. Williams and talk about Industry changes in the new normal
Fright Night Bourbon Edition: Owner Only
Christopher and Katherine sit down and talk about some of the scary and unfortunate issues that they have seen and have happened to different plans over the years.
A 401(k) Plan from the Employer’s view.
Christopher interviews Katherine about what it is like to run a company’s 401(k) plan.
Questions and Answers With Kristina Kananen of Datair Employee Benefit Systems.
Sit down with Christopher and Katherine as they talk with Kristina Kananen of Datair about how retirement plans have changed and grown over the last 35+ years.
Get to know the Bosses
Take a few minutes with Katherine and Christopher as they give a quick CARES Act update, and do a little Q&A on themselves.
Questions and Answers
Christopher and Katherine sit down and go over some of the more basic questions they are asked when they meet new people, such as “what is a TPA,” “what does a TPA do” and several others
Friday Afternoon Bourbon Edition- Updates on the CARES Act and how they affect
Christopher and Katherine go over the recent updates to the CARES ACT and how they can affect you and your plan.
Get to know the Tippers with special guest Kirsten Curry of Leading Retirement Solutions 4/14/2020
Christopher and Katherine are interviewed by special guest Kirsten Curry of Leading Retirement Solutions. Watch as Kirsten asks questions ranging from their entrepreneurial skills to handing being married and business partners.
Friday Afternoon Bourbon Edition – Specificity 4/10/2020
On this “On the Couch with Christopher and Katherine” Christopher and Katherine talk on 6/30 plan year ends, and how we are trying to help with Information overload for our Clients and Advisors
CARES ACT Updates 4/8/2020
Friday Afternoon Bourbon Edition 4/3/2020
COVID-19 Relief Act Updates Part 1
COVID-19 Relief Act Updates Part 2
More clarification has come out regarding the COVID-19 Relief Act. Please have a seat with Christopher and Katherine as they go over what new discoveries they have found and updates to previous information that was not clear before.