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