About this webinar

There’s a retirement crisis in America, and the statistics are grim. Most corporations moved to 401(k) plans as pensions proved to be too costly. But now these costs have been moved to employees who are burdened with more risk than ever. And employees rarely have the same level of expertise as professional pension plan managers. A little known option in many plans — the self-directed brokerage account — provides a new way to 401(k).

Please join us for a live webinar on taking a personalized fiduciary approach to the 401(k) plan. We’ll discuss ways for employees to mitigate retirement risks with the help of fiduciary financial planners. We’ll review a disciplined 5-step fiduciary financial planning process that places client objectives first from their 401(k) to employee benefits and tax strategies.