401(k) Plans—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, September 19 through Friday, November 30. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Friday, September 28

8:00 AM – 5:00 PM

401K1  401(k) Plans - Day 1

Dawn M. Lichtner, 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)