From Baby Boomer to Gen Y, What are the Fiduciary Challenges
Ken Broman will discuss the differences of the generations and their attitudes about savings. How does a Baby Boomer think about retirement planning differ from how a Gen Y thinks about retirement planning. How does this change your fiduciary responsibility as a plan sponsor? This session will focus on what challenges there are for fiduciaries and how to manage them.
Lunch Program: From Baby Boomer to Gen Y, What are the Fiduciary Challenges
Ken Broman will discuss the differences of the generations and their attitudes about savings. How does a Baby Boomer think about retirement planning differ from how a Gen Y thinks about retirement planning. How does this change your fiduciary responsibility as a plan sponsor? This session will focus on what challenges there are for fiduciaries and how to manage them.
Workshop: Keeping Plan Sponsors out of the Headlines
Plan sponsors have loads to think about when it comes to the retirement plans they offer employees. Are you doing enough to reduce your fiduciary liability or do you only think you’re doing enough to reduce your fiduciary liability? With the potential of claims coming from so many directions, what’s a 401k plan sponsor to do?
Join Ken Broman to learn about how to reduce your fiduciary liability. Ken will discuss how to analyze 401(k) providers to review costs and conflicts, what to look for when monitoring funds and providers, and 5500 requirements. Learn key best practices to keep your company out of the headlines.
NOTE: This month, our meeting will be on the 3rd Tuesday of the month!
Click here for details and to register.