Broker Check
22 Sept
401K Master Class: Live Training 09.22.21

Description

The 3 Mistakes Plan Sponsors Make That Could Be Costing Your Employees.

Join us for a value-packed training session that can help you assess your 401k plan's design, implementation, and automation strategy.

Register here:

https://lincolnfinancial.zoom.us/meeting/register/tJ0pf-mupz4vHtCAZG95U0v0xc_m4XuV415b

What we're going to cover:

•  3 mistakes when managing a 401K that could be costly to all plan participants.
•  How to build a 401K blueprint designed to ensure you find the proper 401K platform for your company.
•  How to create a simple and predictable fiduciary process that is "Department of Labor - friendly".
•  We'll be sharing three case studies so you can learn exactly what helped them save an average of 25% on platform fees, reduce their fiduciary risk and saved them hours in managing the 401K
•  The three lessons every 401K fiduciary and administrator must know when managing a 401K plan.

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Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.

CRN-3712611-081121

Date and Time

Wed, Sep 22, 2021

8:30a - 9:30a EST

Location

Online Training via Zoom

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