
Puneet Brar
1
APPEARANCES
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Aug 12, 2026
Becky Stealey and Puneet Brar: How to Find the Right 401(k) Advisor for Your Workforce
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Eric DysonHOST
And one thing I wanna get to your peers, right? What did you do that, hey, this worked pretty well, or what did I hear that made me interested? And then also for your peers and more for the advisors, was there anything presentation-wise that, eh, you didn't necessarily care for or something you really did care for? So let's talk about those presentations and how those went, both good and constr- constructive.

Puneet BrarGUEST
So we started looking first, the first thing we looked at before we, you know, got our three objectives was, is this a good culture fit for us? So really, those first round of presentations that we had, it really kind of, you know, were they engaged? Do we think we could work with them long term? And those kinds of things were what led us to those three.

Puneet BrarGUEST
And then the presentations themselves, it was, you know, being in person, I think really helped because we could see them face to face.

Puneet BrarGUEST
We could say, "Oh, he wore a suit, and we don't really do suits here." You know, those kinds of things [laughs] that we were looking at.

Puneet BrarGUEST
Um, but you know, that kind of culture fit was really the first thing we looked at and really what I think the la- the three that we picked did really well.

Puneet BrarGUEST
They were slow in the beginning, yeah, but people caught, you know, the, the advisors caught up and started having an actual conversation with us versus just presenting at us.