RETIREMENT PLAN OPTIMIZATION
MAY 2ND | 7:30 AM – 8:30 AM
13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154
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Over the years, defined contribution plan sponsors have put forth tremendous energy and resources to advance participants’ retirement readiness. Despite this concerted effort, reports continue to describe how the vast majority of plan participants remain unprepared for retirement. Please join us for a discussion led by Chris Wagner of Lutz Financial on strategies sponsors can take to optimize their plan designs.
What you can expect to take away from this presentation:
- Understand how business owners & professionals can design plans to maximize contibutions.
- Plan design that improves participant outcomes or retirement readiness.
- Investment lineups that increase participants odds of success.
Who should attend? Company Retirement Plan Decision Makers
