Join US as we translate fee information and INVESTMENT DISCLOSURES
INTO TOOLS YOU CAN USE TO UNDERSTAND AND BETTER MANAGE YOUR PLAN. In
this session, Clearview Advisory RETIREMENT PLAN CONSULTANT KATIE
GREEN WILL PROVIDE YOU WITH CLARITY AND PEACE OF MIND ABOUT YOUR
PLAN’s fees to ensure it’s not only a great benefit—but also a
great value. Additionally, Moore Colson Director and Employee Benefit
Plan Practice Leader Candace Jackson will walk you through the most
common types of plan INVESTMENTS AND HOW THOSE ARE PRESENTED AND
VALUED IN YOUR PLAN’s financial statements. LUNCH AND LEARN ABOUT:
* The different costs you pay to maintain your retirement plan.
* How to determine if those fees are appropriate.
* The options for structuring your employees’ costs to take part in
your plan.
* Common types of plan investments – mutual funds, pooled separate
accounts, common collective trusts, etc.
* How to ensure your Form 5500 and plan financial statements are in
sync.
PARKING:
Visitor parking is available on the top deck of the parking garage
adjacent to the 100 building.
_NOTE:__ Please plan to arrive 15 minutes early for lunch. The
presentation will begin at noon._
food
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01/04/2020 Last update