Retirement Plan Strategies
Including A Mini Overview of the Pension Protection Act of 2006
A Workshop in the Swerdlin Educational Series
Swerdlin & Company is proud to present a special guest speaker at our upcoming workshop entitled Retirement Plan Strategies. Keith Clark, author of the Defined Contribution Handbook, will present on August 24, 2006. Keith, a popular national speaker who is always entertaining and substantive, will focus on topics that will have you thinking "change" for your upcoming plan year. He will discuss:
- Fees and revenues in our industry
Emphasis on 'hidden fees'
- Selecting an investment line-up that works
The inside story on how most investment menus are selected
- Communicating to participants
Creating a strategy that is simple and customized to maximize the value of your HR dollar
EXTRA! The ink hasn't even dried but the latest legislative updates have passed both the House and Senate. Swerdlin & Company will present a quick overview of the latest legislative news related to retirement plans at this workshop.
Please join us on Thursday, August 24, 2006 at 7:30 am for a continental breakfast and Retirement Plan Stategies with Keith Clark and Legislative Updates with Adam Pozek.
If you are interested in this free workshop, sign up below. You will then receive a confirmation with directions for this workshop.
If you are looking for a summary of the Pension Protection Act of 2006, you can download our summary here.
