Andrew Wang

Andy Wang is a Managing Partner at Runnymede Capital Management and host of the Inspired Money Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, The Huffington Post, Barron's, and Forbes. Runnymede is a fee-only registered investment adviser (RIA) to captive insurance, pension funds, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area. <more info>

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Recent Posts

401K Providers: 2017 Top 10 Lists

Companies that offer employees a 401(k) plan have many choices when selecting service providers for defined contribution plans. The challenge for many businesses, especially those small- and medium-sized, is that day-to-day operations leaves little time to review, monitor, and optimize their retirement plan on a regular basis. The result is that many plan sponsors lack a comprehensive understanding of who the top 401k providers are. Because your plan assets change due to financial market conditions and retirement plan contributions, it's important for plan sponsors to understand the service provider landscape and ensure that their plan is with the best provider for their participants (employees.)

PLANSPONSOR magazine conducts an annual recordkeeping survey and in 2017 profiled 55 leading providers that represent more than $6 trillion in assets and are estimated to account for 85% of the total defined contribution market.

Here's their list of the 2017 top 401(k) providers and my thoughts.

IM 027: Happily Retired in Their 40s by Spending Less | Tim and Amy Rutherford

Financially independent couple, Tim and Amy Rutherford tell us how they retired in their 40s by spending less and have found happiness.

 401(k) Trends for Business Owners [infographic]

The Plan Sponsor Council of America (PSCA) released its 60th Annual Survey of Profit Sharing and 401(k) Plans this week. The good news is that participation rates in retirement plans, including defined contribution profit sharing and 401(k) plans, rose steadily. This means that more employees are taking advantage of their employer sponsored retirement benefits. Plan sponsors also continue to employ plan features like automatic enrollment, auto-escalation, and Roth 401(k)s to assist employees to grow their retirement savings.

IM 026: Personal Finance with Comedy and Play on the Stacking Benjamins Podcast | Joe Saul-Sehy

Joe Saul-Sehy is a certified financial planner who thought he'd change careers to become a teacher but ended up as a full-time financial podcaster. We chat personal finance, productivity, and how he uses the science of play in his popular podcast.

IM 025: Increasing Sales by Answering Customers' Questions | Marcus Sheridan

Inbound marketing saved Marcus Sheridan's business, his family's finances, and brought him to the place where he is today -- a successful business owner, keynote speaker, and author. We dig into the mindset it takes to be successful in marketing/sales and more.

IM 024: Lessons from a Financial Coach and Millionaire Next Door | Rocky Lalvani

Today, we talk with financial coach and millionaire next door Rocky Lalvani about living a balanced life, negotiating for savings, and why you should create a life plan.

IM 023: Find Your Focus With Futurist and Executive Coach | Bill Jensen

If we want to work smarter, not harder, each of us needs to first look inward. Tune in for tips from futurist, executive coach, and best-selling author Bill Jensen. 

IM 022: The House that Podcasting Built | John Lee Dumas

John Lee Dumas is the host of Entrepreneurs ON FIRE where he interviews the worlds most successful Entrepreneurs 7-days a week. With over 1900 interviews, 1.3 million monthly listens, and an annual revenue well over 7-figures, JLD is just getting started on his Entrepreneurial journey.

IM 021: Walking Through Doors to the Biggest Law Firm in the World | Phil White

Phil White's success goes beyond being a partner at the largest law firm in the world. His inspirational story is one from rags to riches, one about a student athlete, one about an incredible transformation from poor student to making straight A's.

IM 020: Inspiring Growth Story of Maui Brewing Company | Garrett Marrero

Garrett Marrero and Melanie Oxley poured determination and long hours into building Maui Brewing Company and were named 2017's Small Business Association's Small Business Persons of the Year. 

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Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Runnymede Capital Management, Inc.-"Runnymede"), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Runnymede.  Please remember that if you are a Runnymede client, it remains your responsibility to advise Runnymede, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Runnymede is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Runnymede's current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Runnymede does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Runnymede's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.