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CS - 401(k) Plans Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, February 26, 2020 through Friday, May 8, 2020. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Friday, March 6

8:00 AM – 5:00 PM

401K1  401(k) Plans

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 (#38—Retirement)