Broker Check
14 Oct
Optimizing Your 401(k) Plan


Please join us for our upcoming free virtual event, "Optimizing Your 401(k) Plan."

Learn about common issues and pitfalls that plan sponsors are often not aware of, so you may better position your plan to function more efficiently, lessen your burden and protect yourself from fiduciary risks.

This comes at a time - with year-end approaching and especially during these times of uncertainty - when businesses may want to review their current plans.  Why not learn about how you can enhance it for yourself and your employees with design ideas and features not common with most commoditized 401(k)s?

We will be joined by Chad Albano, Executive Director at Global View Capital Advisors, and Jeremy Gerardy, Regional Sales Director at American Trust Retirement, as we present ideas around proper plan design and how having a team approach, with each bringing unique specialties, can help a plan sponsor improve their plan, lessen their burden and have their plan function more efficiently.

Feel free to invite your counterpart(s), as well as other executives and decision makers. RSVP today for this Free virtual event.

Date and Time

Wed, Oct 14, 2020

11:00a - 12:00p CST


Virtual Event (separate Zoom Link to be sent upon registration)


Event Registration

Thank you!

Error processing your request. Please try again at a later time.