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CS - 401(k) Plans Session Schedule and Handouts

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Wednesday, June 6 through Wednesday, August 15.

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)