What is the State of Workforce Retirement?
An executive level discussion about today’s retirement reality and the fiduciary "best practices" employers need to know.
— About the Event —
Are your employees striving or thriving in their preparation for retirement?
Financial Wellness is a popular term but what can be done to help improve the financial outcomes for participants?
Finally, are you as a plan sponsor implementing fiduciary best practices?
— What You Will Learn —
What is the state of America’s retirement and why this is important?
Plan design enhancements that can employees pursue retirement goals.
Best practices for plan sponsors
Lunch will be provided.
Facilitators: Joseph Nierman, MBA and Kelli J. Davis, AIF, C(k)P of CSI Advisory Services, and Karl Ahlrichs, SHRM-SCP of Gregory & Appel
Gregory & Appel
1402 N. Capitol Ave
Indianapolis, IN 46202