Save the Date!

A Discussion on Managing Retirement Plans for Optimal Business Operations 11/4 11:30  KatzAbosch Learning Center, 9690 Deereco Road, Suite 405, Timonium, MD 21093   Presented by Gregory Lowe, CFP (R), Vice President & COO of Lowefs and Pam Walker, President of Coastal Pension Services.  Takeaways will include: Top 10 plan mistakes and DOL audit targets An update on the restatement for pension act Fee transparency Fiduciary liability and the process needed to ensure confidence Open arch 401k plans vs. packaged plans Example of common plan designs Lunch will be provided by KatzAbosch.  For more information, contact Kelly Ernest at kernest@katzabosch.com. For a full list of upcoming KatzAbosch events, click here.

Posted in: Coastal Pension Services, KatzAbosch, Managing Retirement Plans