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Finance Wizards

  • COST

    Free and open to the public

  • TYPE

    Knowledge Community



A fresh look at 401(k)/ROTH Plans

How do we improve Plan performance? What, if anything, should be changed or improved upon regarding our Plans? Have there been any updates to the way Plans are monitored and, if so, what does this mean? Other than saving for the future, are there additional reasons why employees are motivated to participate? How can we set goals for the future? Regarding fiduciary responsibilities, have there been any updates to the rules that govern Plans? These and many other questions will be answered and a discussion lead by George Bowen of Capital Management Partners. Please come with any related issues for a lively discussion.

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Resources for Firms: COVID-19

BSA offices are currently open for business transactions every Tuesday and Thursday from 10:00 AM to 2:00 PM.

View a collection of resources and assets related to the COVID-19 virus response.

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