Small Business 401(k) Plans – What are You Waiting For?

2:45 PM - 3:45 PM
San Diego A

Have you been asked by a client to help improve their company’s retirement plan? Many small business 401(k) plans are a box of conflicts of interest and hidden fees. This reality represents an opportunity for NAPFA advisors who can demonstrate – and then deliver – an objectively better plan. In this session, we’ll cover how doing so is not difficult with some basic education and the right partner.

Learning Objectives:

  1. Understand the features of the ideal small business plan
  2. Demonstrate the cost of a sub-optimal plan
  3. Know how to build the ideal plan for a small business