Measuring Participant Success of Retirement Plan

How do you measure success in your retirement plan? Is your plan helping your employees to retire? A strong and effective retirement plan is key in recruiting and retaining top employees as well as meeting your fiduciary obligations as a plan sponsor.

Determine whether your program is helping your employees achieve maximum retirement security during our informational on-demand webinar.

  • Uncover common factors used to measure effectiveness
  • Learn if you're meeting your fiduciary obligations as plan sponsor
  • Determine if your plan is on target
  • Explore actions you can take now to increase plan success

Speaker:

Diana Jordan,  AIFA®, Partner, Wealth Management, Sikich Diana provides fiduciary and investment consulting services for Sikich Financial. She has 12 years of experience providing investment consulting services to individual and retirement plans and holds the FINRA series 7 and 66 licenses. Learn more about Diana.

 

Please register by completing the form to the left. This event was part of the 2014 Human Resources and Employee Benefits Series. Please visit the main event page for this series to access information and registration for upcoming events.  

Events in this series have been submitted for CPE and HRCI approval. CPE credits are only available to IL and WI-licensed CPAs. Credits are only eligible for live events.

Advisory services offered through Sikich Financial, a Registered Investment Advisor.

 


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