About From A to Exit: Everything you need to know about 401(k)s and ESOP
From A to Exit: Everything You Need to Know About 401(k)s and ESOPs You’re growing a business, leading a team, and trying to make the right decisions—not just for today, but for the long game. Retirement plans probably aren’t at the top of your to-do list, but they should be. This panel cuts through the complexity of 401(k)s and ESOPs with straight talk from a financial advisor, a 401(k) pro, and an ESOP expert. We’ll dig into what makes sense when you’re scaling, how to attract and retain talent, and what your options really look like when it’s time to exit.
About Jessica Koefod
With over a decade in the financial services industry, I’ve been helping clients since 2014. As a financial advisor and member of the Principal® Financial Group, I specialize in working with businesses and military families, drawing on 17 years of experience as a Lieutenant Colonel in the Idaho Air National Guard. My approach centers on collaboration and community, with a focus on helping people shift their mindset around financial resources — seeing it as a tool to help achieve what matters most to them. Outside the office, I stay active in my local community, serving on boards for Idaho Business for Education and ConnectHER. Life at home is full, with a husband, two daughters, and two beloved dogs—Bianca the Newfypoo and Scooter the Goldendoodle. Whether I’m skiing down the slopes, hitting the golf course, or enjoying a good book, I value time spent with family and staying engaged in both my professional and personal communities.
