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401(k) Plan Management Best Practices

February 21, 2019 @ 11:00 am - 12:30 pm

SDA National is hosting this webinar, and it’s open to anyone. (Do you know what’s really cool, though? SDA members enjoy a reduced cost to attend this! Plus, you can have others join you in a conference room for the cost of one registration.)

This program will review some of the most common mistakes that can happen when administering a 401(k) plan. The program will also offer some “best practices” to use as guide to ensure your firm is handling the fiduciary responsibility properly and is prepared for any audit that may occur.

Speaker:  Patterson McKinlay, AIFA, is a Principal at Achieve Retirement in Denver, CO.

SDA National has all the details and the registration page.

 

Details

Date:
February 21, 2019
Time:
11:00 am - 12:30 pm
Event Categories:
,

Organizer

National SDA

Venue

Your desk or conference room
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