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Description
A discussion of best practices for an advisor who works with 401(k) plans. The presentation provides a practical look at the types of services and activities that an advisor should consider providing to his or her 401(k) plan clients including retirement plan strategy development, plan design consulting, investment review, vendor management assistance, fiduciary education and employee communication coordination.
Learning Objectives
The course is intended to provide attendees with specific examples of the types of services and activities that an advisor should consider providing to his or her 401(k) plan clients including retirement plan strategy development, plan design consulting, investment review, vendor management assistance, fiduciary education and employee communication coordination. This knowledge should help to ensure that both parties in the advisor/plan sponsor relationship get the best results possible out of the relationship.