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CS - 401(k) Plans Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, June 6 through Wednesday, August 15. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Wednesday, June 13

8:00 AM – 5:00 PM

401K1  401(k) Plans - Day 1

Michael E. Callahan, CPC, CWS, EA, FSPA, RMA Instructor
President; Principal
Edu4Retirement, Inc.; Retirement Plan Advisory Services, LLC
Southington, CT

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