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401(k) Best Practices: Process, Process, Process

Segal

Nov. 17, 2023
On-Demand
Podcast

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.

More Information, How to Register