The information will be presented in a clear, easy to understand format to permit sponsors to improve 401(k) participant outcomes and protect the company decision makers. It will cover the basics of the federal laws in easy to grasp language. You will have an opportunity to share your concerns and possible resolutions with the presenter, a professional experienced in fiduciary process, benchmarking, and investments.
Agenda
Faculty
Mario C. Giganti, CPA, CFP®, AIFA®
Cornerstone Capital Advisors
- President of Cornerstone Capital Advisors
- 401(k) Plan Consultant
- Fi360 adjunct faculty member and industry presenter
- Wrote numerous articles on practice management and best practices for 401(k) plans
- Can be contacted at 330-896-6250 or [email protected]
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
