You’ve started assessing your 457b/401a plans and you think you have room for improvement—now what? The next steps you take are critical in ensuring your plan provides the maximum value to employees, reduces fees, and enhances their retirement potential….and yours.  Join us for the second part of our 457b/401a plan webinar series, where we’ll dive into the best practices in managing an effective plan and what can be done to address issues that we may not even know we have.

Back for Round 2 – LSL’s Kelly Telford, CPA, and Noah Daniels, CPFO, CPA (both former finance directors) will be joined by Paul Whipple of Empower and Sean Meier of OPCO to share the journey through the process of 457b/401a plan evaluation and what steps they took to improve their employees’ retirement outcomes.

They’ll cover:

• Best practices in managing your plan, including performing analysis on the plans investment options and fees
• Interpreting your 457b/401a plan analysis—what the data means and how to use it
• How to get more bang for your buck—renegotiating fees and/or changing custodians
• Real-world case study: the results of one city’s 457b plan analysis and the real actionable steps they considered
• Implementing long-term fiduciary strategies to benchmark plan performance and enhance employee satisfaction

Make sure your employees’ retirement plans are working for them, not against them. This is the time to act on your analysis and take steps toward a more efficient and cost-effective 457b/401a plan.

We’ll also take questions through a live Q&A chat, so feel free to ask how these practices can benefit your specific situation.

Who this webinar is for:

• Finance Directors
• HR
• City Managers