Managing a 457b/401a plan for your government employees may come with more responsibility than you realize. As an executive leader, it’s critical to understand your fiduciary duties and be aware of the potential impacts of high fees, underperforming investments, and oversight gaps to ensure the plan’s success and protect employee’s benefits.

LSL’s Kelly Telford, CPA ,and Noah and Noah Daniels, CPFO, CPA (both former finance directors) will be joined by Paul Whipple of Empower and Sean Meier of OPCO to discuss the crucial responsibilities of managing 457b/401a plans in local government agencies. Their real-world experiences as former finance directors will help guide you through the essential steps of ensuring your plan is optimized for your employees.

They’ll cover:

• What is your fiduciary responsibility as a Finance Director or HR Manager?
• How to recognize and address high fees and underperforming investments in your plan
• How to structure your plan to streamline administrative processes while increasing employee retirement readiness
• Benefits of adding a 401a plan when appropriate
• Real-life examples of 457 plan oversights and success stories from local government finance directors
• Understanding the critical role of third-party analysis in optimizing plan performance

This session will empower you with the knowledge to make the best decisions for your employees’ financial futures. We’ll also be taking questions through a live Q&A chat.

Can’t make the live session? No problem! Register anyways, and we’ll send you the recording.

Who this webinar is for:

• Finance Directors
• HR
• City Managers