Best Practices for Operating Your Retirement Plan

  • 9/13/2018
  • Webinar
  • Hosting Speaking

Regardless of your organization’s size and industry, your retirement plan needs continuous evaluation to make sure it is operating effectively and safeguarding against issues that often result in costly fees.

This webinar shared case studies and best practices to explore common operational oversights, including enrollment and participant deferrals, automatic enrollment and escalation, distributions and loan requests, annual plan census and review of plan reports/tax forms.

Speaker:

Crystal Coleman, Principal

Event materials

For more information:

  • Reshma McHale
  • Marketing Associate
  • CLA Milwaukee Innovation Drive