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View More Worldwide Employee Benefits Network [WEB] - Dallas Chapter Webinars, Podcasts and Conferences

Four Things You Need to Know About Your 401(k) Right Now!

Worldwide Employee Benefits Network [WEB] - Dallas Chapter

May 25, 2021
Recorded Online

The last 12 months have brought a slew of new plan provisions and benefit options for companies. Join us and receive the following takeaways: Learn the latest benefit plan provisions and policies, Learn how to get a grasp on your retirement plan financials in 4 easy steps, Protect your 401(k) participants and company from cyber fraud, Learn 4 ways to approach student loan assistance that are (virtually) cost neutral.

Featured Speaker

Aaron Pottichen, Senior Vice President, Alliant Retirement Consulting
As a Senior Vice President of Alliant Retirement Consulting, Aaron is responsible for leading the Retirement Service Austin division, providing guidance to clients and coordinating these services with the other Alliant business units. 

Aaron has received several industry awards including being recognized by NAPA as one of the Top 50 Plan Advisors under 40 in America in 2015, 2017, 2019 and by The Financial Times as a Top 401(k) Retirement Plan Advisor in 2016 & 2018.

He is also a frequent contributor to stories on the following outlets: The New York Times, CNBC, Barron’s Bloomberg, Wealth Management, & Pensions & Investments. Aaron also writes a monthly column that is featured on InvestmentNews.

Lastly Aaron has created a course on Skillshare titled “(Re)Designing the Perfect 401(k) for your Company” designed to educate people on how to create the ideal 401(k) plan for their company

More Information, How to Register

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