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Optimizing Your 401(k) Plan

  • Protect yourself better from fiduciary risks

  • Lessen your administrative and oversight burden

  • Have your plan function more efficiently to meet your company's objectives

These were the themes during our virtual educational event on March 3, 2021, titled "Optimizing Your 401(k) Plan".

In our presentation, we covered common issues and pitfalls that plan sponsors are often not aware of, so those in leadership or who oversee their plans may better position their plan to function more efficiently, lessen their burden and protect themselves from fiduciary risks. 

Watch the full replay of our webinar to learn about how you can enhance your plan for yourself and your employees with design ideas and features not common with most commoditized 401(k)s.

We were joined by guest speakers Jeremy Gerardy, Regional Sales Director at American Trust Retirement, and Dr. Gregory Kasten, MD, MBA, CFP® , CPC, AIFA®.  Dr. Kasten has published over 100 papers on financial planning and investment-related topics in various financial and business journals and has given dozens of lectures on fiduciary best practices to pension professionals and Federal banking regulators. Dr. Kasten was also inducted into the Advisor Hall of Fame by Research Magazine in 2011 and in 2013 was named Retirement Plan Adviser of the Year by Employee Benefit Adviser Magazine.

After watching the video, please tell us how we can help by completing the short 1-2 minute survey below.

We'll provide you with a high-level review of your plan or an even more comprehensive benchmarking analysis, both of which will help support your fiduciary responsibilities

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