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Conference Sponsor

 

 

 

 

Web Site
www.401kadvisors.com

Workshops
Wednesday, 1:45 pm
Thursday, 2:15 pm
Friday, 10:15 am

Pre-Conference Session
The Art of Understanding, Documenting and Negotiating Plan Fees

Luncheon Session
Balancing Competitive Total Retirement Plan Fees and Comprehensive Plan Services

 

 

401(k) Advisors is one of the largest firms in the U.S. focused exclusively on providing independent consulting services to defined contribution plan sponsors. From plan design and communications to vendor fee benchmarkings to detailed investment monitoring and 404(c) consulting, we equip plan sponsors with the services needed to deliver a highly successful plan. Our primary value proposition is providing pinpoint laser focus on two main deliverables: (1) maintaining compliance with the DOL, IRS, and other regulatory bodies; and (2) improving investment opportunities and potential retirement outcomes for plan participants. Headquartered in Aliso Viejo, California, 401(k) Advisors has been bringing value to several hundred plans since 2000.

Visit www.401kadvisors.com for more information.

COMPLETE CONFERENCE AGENDA

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