Strategies for Your 401(k), 403(b) or 457 Plan

Description
Participants who attend this course will gain an understanding of which 401(k), 403(b), or 457 plan investments and strategies are most appropriate for them to achieve their financial goals. In addition, participants will develop confidence in their ability to develop and modify their own 401(k), 403(b), or 457 plan investment portfolios.

Audience
Recommended for those who desire a greater ability to make informed investment decisions with their 401(k), 403(b), or 457 plan

Materials
Each participant will receive a 55-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

Duration
4-5 hours

Objectives

• Discover important retirement plan features concerning enrollment, contributions, plan rule changes, matching, and vesting.
• Review retirement plan investment choices.
• Uncover the reasons for blackout, quiet, or lockdown periods.
• Find out four reasons why retirement plan loans are discouraged.
• Evaluate the ramifications of plan rollovers, transfers, and distributions.
• Define mutual fund terminology and fund types.
• Complete a personalized risk tolerance survey.
• Identify six risks that are typically present in most retirement plans.
• Assess the power of compounding and the impact of inflation.
• Utilize five essential tools to help manage risk.
• Learn important asset allocation techniques for retirement plan investing.
• Analyze and modify retirement plan portfolios.
• Avoid eighteen common retirement plan investing mistakes.

Fee includes

• 4 – 5 hour Interactive training session
• All training materials
• Glossary of related financial terms
• Refreshments

Enrollment is strictly limited and available space will be filled in the order registrations are received.