In this 2 CPE credit session, 4Thought Financial Group CIO Jesse Mackey and Long Island Employee Benefits Group (LIEBG) VP of Consulting Services Judy Lynch, QPA, will present a comprehensive review and update on Employer-Sponsored ERISA Retirement Plans, covering plan design, implementation, and best practices for your plan sponsor (business owner) clients.
The discussion will span defined benefit and defined contributions plans, as well as investment management programs and funding vehicles like SMAs, ETFs, mutual funds, and life insurance.
Please join us.