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Defined Contribution MEP Account Manager Nova 401(k) Associates
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Regional Sales Director- East Coast Retirement Plan Consultants
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Sentinel Group
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VP Sales Consultant (Retirement) - Indiana Territory FuturePlan, by Ascensus
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HowardSimon, Strongpoint Partner
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BPAS
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Qualified Retirement Plan Reviewer Nova 401(k) Associates
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BPAS
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Defined Contribution Consultant Loren D. Stark Company
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401(k) Best Practices: Process, Process, ProcessSegal |
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Nov. 17, 2023 Recorded Online Podcast |
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What are the three most important things a DC plan sponsor should be laser-focused on? Process, process, process. We dig into the latest investment consulting trends and best practices for putting together a retirement portfolio that’s user-friendly and cost-effective for participants — and the structures you need to have in place with your plan. This includes putting in writing what you did, why you did it, and what you’re doing going forward. Join Rick Reed and Jarred Wilson as they talk to Segal Marco Advisors’ John Hume about how to maximize retirement benefits for your workforce. |
