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San Diego, CA

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Age Suitability None Specified
Category Other

Re-Engineering your Retirement Plan for the 21st Century

Wednesday, Oct 30, 2013 3:00p
Barney & Barney San Diego, CA

Registration: 2:30 – 3:00 pm
Course: 3:00 – 5:00 pm
Reception / Networking: 5:00 – 6:00 pm
2 HRCI Credits
Instructor: William J. Peartree, AIF, Principal/Director, Retirement Services, Barney & Barney, LLC

Course Description:
If employees are to have a chance at a secure retirement, defined contribution [401(k), 403(b)] plans must undergo severe transformation and build upon success. Using behavioral finance improves employee decision making, removes barriers to employee engagement and maximizes
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