"The contents of this material was published on November 19, 2020 and may be outdated and not reflect current facts. This materials should be used only as a reference."
The purpose of this webinar is to provide a refresher on the roles and responsibilities of you as the 401K plan trustee, the financial advisor, and Third-Party Administrator. We will also be discussing current market conditions, new laws effective in 2021, updates on COVID policies, and outlining new services being offered.
The webinar will take about half an hour, you will have the opportunity to ask questions during the Q&A session at the end. Keep in mind this will be a general information seminar and speakers will not have information about your specific 401K.
Please click the link below to register.