Don’t miss out – Save the Date !
SHRM CE Credits Will Also Be Available
You have to trust someone…
If you have an important decision to make, chances are you will seek guidance/advice from someone in a similar role with relevant responsibilities. If you manage your 401(k) you need to join this meeting . You will learn from your peers in HR, Finance and Owner/CEO roles about topics such as:
• Top Retirement plan goals and concerns
• What Plan design changes they’ve made and plan to make
• What they value in working with their advisor
• How are they working to ensure their participants are retirement read
Please join us as Mike Manosh, Senior Vice President of Fidelity Investments presents the findings of the 2020 Plan Sponsor Attitude Survey. Over 1,500 Plan Sponsors across industries with a variety of recordkeepers shared their professional thoughts.
This is a must attend meeting for any 401(k) decision maker.
SHRM CE credits will also be available for attendees
September 10, 2020 @ 10:30 am EDT
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).