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CYA 360 Workshop: 401k Health Checkup: Knowing The Vitals And How Your Comp...
Thu, March 23, 2017, 7:30 AM – 9:00 AM CDT
Could your company retirement plan pass a health checkup, or is it on life support? What defines the success of your company's 401k plan? Nationwide's Chuck Rolph has the answer. Chuck has over 40 years over experience in dealing with company retirement plans and employee benefits. His presentation will take look at what a successful plan looks like from all vantage points: the plan sponsor/fiduciary, the participant, the HR professional, and the advisor. Workshop participants will gain a better understanding of fiduciary roles and responsibilities; service provider and participant fee disclosures; how to review plan design; and what "successful retirement outcomes” mean in their plan.
Join us for this free, informative business breakfast workshop at Mansurs on the Boulevard.
This workshop is ideal for business owners, CEOs, CFOs, plan sponsors, and HR professionals.