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CS - 401(k) Plans Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, February 22 through Tuesday, April 18. Please contact if you have questions or need assistance.

Show Date:  

Wednesday, March 1

8:00 AM – 4:30 PM

401K1  401(k) Plans - Day 1

Dawn M. Milligan, CEBS Instructor
Relationship Executive
The Vanguard Group
Valley Forge, PA

• Plan design • Administration • Investment policy statement • Fund selection process • Effective communication and education • Compliance • Legal and regulatory update • Case study (#38—Retirement)