Press Kit

Our first and official logo. 

Retireholi(k)s is written out when possible with parentheses around the 'k'. This is was done to create a clear association to the Internal Revenue Code 401(k). As our subject matter is focused on providing valuable content to financial advisors working 401(k) retirement plan industry.

The show was created by Plan Design Consultants, Inc.  Which is a Silicon Valley based TPA (Third Party Administration) firm that was established in 1975 by Paul Douglas Carlson. His oldest son J.D. Carlson is now the CEO and President of the company, and a host of Retireholi(k)s. 

For more information or event booking.

©2019 by Retireholiks.

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