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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, March 7 through Friday, May 18.

Show Date:  

Friday, March 16

8:00 AM – 5:00 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)