Jake Rushton

Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid (some would say boring) defined contribution system and actually making 401(k)s fun, attracting attention, and clients, by doing so.

We asked him about current regulations and their effect on his business, the benefits of targeting a market niche, and the flood of new business he’s receiving from a re-opening economy. Jake joins us right after these messages.

Sponsored by Capital Group, home of American Funds Target Date Retirement Se
If you think every target date fund can deliver the same long-term results, let’s retire that thSponsored by Capital Group, home of American Funds Target Date Retirement Series. If you think every target date fund can deliver the same long-term results, let’s retire that thinking.

Sponsored by Capital Group, home of American Funds Target Date Retirement Series.
If you think every target date fund can deliver the same long-term results, let’s retire that thinking.

Sponsored by Capital Group, home of American Funds Target Date Retirement Series.
If you think every target date fund can deliver the same long-term results, let’s retire that thinking.