April Meeting

Name: April Meeting
Start: 2025-04-15T11:45:00-05:00
End: 2025-04-15T13:00:00-05:00
Location: Southern Ionics

Tue, Apr 15

Southern Ionics

Best Practices for Retirement Plan Sponsors

Tickets are not on sale

Time & Location

Apr 15, 2025, 11:45 AM – 1:00 PM

Southern Ionics, 579 Commerce St, West Point, MS 39773, USA

Join us for an overview of how to implement best practices as a sponsor of a qualified plan. Topics covered include the following:

1) Retirement committee meeting agendas and minutes

2) Developing an investment policy statement

3) Fund menu design, selection, and montioring best practices

4) Improving the participant experience and retirment savings outcomes

Event Info: Events