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Tuesday, September 30, 2014

11:10 a.m. - 12:10 p.m.
Track: Retirement & Personal Finance View Track

CREATING SUCCESSFUL RETIREMENT PLAN OUTCOMES

Alexander Assaley, III, Managing Principal, Retirement Plans, AFS 401(K) RETIREMENT SERVICES

This presentation uses behavioral finance strategies and retirement plan design trends to help employers create more effective and more valuable benefits for their employees. Atttendees will walk away with action steps for developing strategic goals for their retirement plans, a checklist of key plan features to review and measure to determine their plan’s success and ideas and strategies on how to educate and communicate their retirement plan program to employees.

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