401(k) and 403(b) Plan Readiness: Will Your Plan Survive in Today’s Fiduciary Environment?

Whether you’re a business owner with an existing retirement plan or if you are considering starting one, you’ll want to join our retirement plan panel discussion.
Learn about keeping a healthy 401(k) or 403(b) plan that engages and encourages your employees to save and invest for their financial future. Local experts will discuss trends and share insights including: how to prepare for an audit, five effective ways to run a healthy plan, key elements of an exceptional plan trustee meeting, DOL red flags, 401(k) and 403(b) common compliance concerns and an update on ERISA litigation.

Featuring:
Ellen Fisher, Audit Partner, Stockman Kast Ryan + Company
Ed Frado, Esq., Law Office of Ed Frado, LLC
Josh Haynes, Regional Sales Director, Empower Retirement
Hosted by Rob Wrubel, CFP® AIF® AEP®, Cascade Investment Group, Inc.

Sponsored by Eastern Colorado Bank