401k Articles, Resources and Information
The following 401k articles and resources will give
you information about how to get the most
from your plan...
Upcoming Events:
Webinars
Five Part Series: "How Healthy is Your Retirement Plan?”
Part IV - Selecting & Monitoring Investments
What are our legal requirements when selecting and monitoring plan investments?
How do fees and expenses come into play?
What documentation should we have in place?
How can we protect ourselves from potential liability?
Offered twice:
Tuesday, February 23rd @ 11:00am MST (or)
Thursday, February 25th @ 2:00 pm MST
RSVP: info@401ksquared.com (include your contact information and the date you wish to attend; access instructions to follow)
Part V -
Plan Compliance & Risk Management Strategies
Are you properly managing your plan’s risk?
What processes are in place to help ensure that you are?
Has your plan unknowingly engaged in any prohibited transactions? If so, did you take the proper steps to resolve?
Offered twice:
Tuesday, April 6th @ 11:00am MST (or)
Thursday, April 8th @ 2:00pm MST
RSVP: info@401ksquared.com (include your contact information and the date you wish to attend; access instructions to follow)
"What Should Your Investment Policy Statement Cover?"
Will the Department of Labor find our investment policies sufficient and complete?
What are the specific items the IPS should address?
How do we properly define roles and responsibilities?
How can we protect our plan’s investment decision makers?
Offered twice:
Tuesday, May 18th @ 2:00pm MST (or)
Thursday, May 20th @ 11:00 am MST
RSVP: info@401ksquared.com (include your contact information and the date you wish to attend; access instructions to follow)
Seminars
Mark Underwood, Department of Labor
Friday, September 17, 2010
8am - 3pm
Glenmoor Country Club
110 Glenmoor Dr.
Cherry Hills Village, CO 80113
Join us as we sponsor Mark Underwood from the Department of Labor, who will address the new healthcare legislation and compliance issues surrounding health, welfare and retirement plans. Lunch will be served.
Space is limited.
RSVP: info@401ksquared.com
Executive Roundtable Discussions
Join other business owners as we discuss a series of business and community-related topics over breakfast at our office. Space is very limited and usually becomes wait list only. Please RSVP early to info@401ksquared.com to ensure your seat at the table.
Series 1: ** WAIT LIST - please email for availability **
Thursday, April 15th 7:30am
Topic: Public Policy
Series 2:
Wednesday, May 12th 7:30am
Topic: Ethics in Business Leadership
Series 3:
Thursday, June 17th 7:30am
Topic: TBD
Series 4:
Thursday, July 15th 7:30am
Topic: TBD
Articles
for 401k Plan Sponsors
Articles for 401k Plan Participants
We offer an initial consultation to
discuss how we can help you with your 401k
plan. Call us today at 303-797-1401 to
schedule your time.
