403b retirement plan compliance
Date:
Tuesday October 19, 2021
Time:
6:00pm - 8:00pm US/Eastern GMT-4:00
Location:
ZOOM meeting info to be emailed to registrants the day before the meeting
Directions:

Meeting capacity:

50

Suggested Donation:

Agenda:

Our guest is Brian Way of Mutual of America. Topics for discussion: 403(b) retirement plan sponsor duties, compliance and fiduciary responsibilities, pitfalls and what to avoid, and ending with some examples.

 

Brian C. Way, Account Executive with Mutual of America Financial Services Group has over 10 years of experience in the financial services arena and holds his Series 6, 63, 65 is a Chartered Retirement Plan Specialist (CRPS), licensed with FINRA. He specializes in assisting employer’s help their employees achieve a meaningful and healthy retirement.

For meeting information, please contact:

Tim Domini

timdomini7@gmail.com
(914) 263-2135
Attendees
22
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