What should plan sponsors be doing now? We will cover:

• Top 10 strategies you can use now to improve employee participation, enhance plan investment performance and reduce plan fees in your organization’s retirement plan
• Important opportunities available to sponsors of retirement plans from the SECURE act and the CARES act
• A look ahead at the new administration’s regulatory and legislative priorities along with opportunities and threats that they pose to retirement plan sponsors

This discussion will be led by Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA®. Dean is a Principal and Senior Financial Advisor at HBKS Wealth Advisors. Dean is also the national practice leader for the firm’s Retirement Plan Services Group. Dean has extensive experience working with companies, nonprofits and municipalities helping them establish or enhance qualified retirement plans such as 401(k), 403(b) or 457 plans.

HBKS Wealth Advisors is part of the HBK CPAs and Consultants family of service firms and organizations. An independent firm, HBKS Wealth Advisors manages nearly $4.5 billion and provides personal financial planning services for thousands of clients across all of HBK’s market areas. The firm’s Retirement Plan Services Group consults as fiduciary with over 150 qualified retirement plans representing thousands of participants….(read more)

LEARN MORE ABOUT: Qualified Retirement Plans

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