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Event Details
Free, all day workshop that will provide the information you need to more effectively manage your company retirement plan. You will hear about actual situations and solutions experienced by Plan Sponsors and practitioners. This workshop will not be too complex or confusing. It will provide practical tips and solutions on how to improve plan management, manage liability, reduce fees, and minimize your chances of making a costly mistake.
Featured Speakers include:
Todd Lacey, President, The (k)larity Group
Ilene Ferenczy, Managing Member, The Law Offices of Ilene H. Ferenczy, LLC
Jodi Malis, CPA, Manager, Smith & Howard
When & Where
Villa Christina
4000 Summit Blvd.
Atlanta,
GA 30319
Tuesday, April 27, 2010 from 8:30 AM to 3:30 PM (ET)
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Hosted By
The Klarity Group
The (k)larity Group is a fee-based consulting firm focused exclusively on the institutional retirement plan market.
Our firm provides independent, objective fiduciary and participant consulting services to small and mid-sized retirement plans. Services can be provided on a project or retainer basis. The (k)larity Group does not provide administrative, record keeping or custody services.
We believe the retirement plan market has been overcharged and underserved for years. Plan sponsors and participants deserve objective advice for a reasonable and transparent fee to help them achieve a retirement plan that is efficient and effective. This is the primary objective of our firm.
