Ep. 11: Model Portfolios Inside 401(k) Plans
June 8, 2021

Retirement Advisor, a Podcast from American Trust

Welcome to The Retirement Advisor Podcast series, where we take a look at what’s driving the advisor financial world. In today’s episode, our guest host Nate Friday is joined by Steve Warden of Mid Atlantic Trust Company and Billy Wise of Tandem Wealth Advisors to discuss the variety of model types in the industry, why model portfolios are becoming more prevalent in the 401(k) space and the benefits of actively managed model portfolios for plan participants.

Podcast Guests:

Steve Warden
Vice President of Relationship Management & Sales Development
Mid Atlantic Trust Company

William Wise
Vice President
Tandem Wealth Advisors