401K Plan Management Best Practices
Tell a Friend About This EventTell a Friend
 

Understand your fiduciary responsibility to better manage your 401(k) plan. This program will review some of the most common mistakes that can happen when administering a 401(k) plan. The program will also offer some "best practices" to use as guide to ensure your firm is handling the fiduciary responsibility properly and is prepared for any audit that may occur.

2/21/2019
When: Thursday, February 21, 2019
2:00 - 3:30 pm eastern
Where: Webinar
United States
Contact: Stephanie Kirschner
513-268-5302


Online registration is closed.
« Go to Upcoming Event List  

Session Description

There are many considerations which employers must deal with when they sponsor a corporate retirement plan. From the employer's perspective, implementing the retirement plan is just the first step. This program will review some of the most common mistakes that can happen when administering a 401(k) plan. The program will also offer some "best practices" to use as guide to ensure your firm is handling the fiduciary responsibility properly and is prepared for any audit that may occur. 

 

About the Presenter: 

Patterson McKinlay, AIFA, is a Principal at Achieve Retirement in Denver, CO.

Through the implementation industry best practices and regular investment committee meetings, Patterson is able to partner with employers to provide support, expertise and understanding to every retirement plan he serves. Passionate and driven, Patterson believes that every employee has the right to retire and he is dedicated in helping every employee to realize their retirement goals and dreams.

With more than 10 years’ experience helping companies with defined contribution plans, Patterson is one of only ten professionals in Colorado to successfully attain the AIFA designation as of 1/1/2016. Focused on fee disclosure, plan benchmarking and mutual fund analytics he is able to identify design strategies to promote optimal plan utilization and increased participation and employee retirement readiness rates.

Patterson holds his Financial Industry Regulatory Authority Series 7, 24 + 63 registrations with LPL Financial, and his Series 65 registration with Global Retirement Partners, and has attained the Colorado Life, Health and Property and Casualty licenses. Patterson graduated from the University of Northern Colorado with a BS in Management and received an MBA in eCommerce.

Originally born and raised in England, Patterson now lives in Parker, Colorado with his wife and three kids. Patterson is an active soccer coach in his local community and enjoys the beautiful Colorado outdoors

 

Shop at Amazon and Help SDA

Just click the Amazon banner image or use this link: SDA on Amazon and you'll help SDA at no cost to you.

SDA is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com.