Grab your lunch and join us for a lunchtime seminar.
Does Your Retirement Plan’s Price Tag Match the Value You’re Receiving?
For many organizations whose retirement plans have less than $20 million in assets, the answer is no. Their fee structures don’t align with their employee demographics and the services being provided—creating significant financial and personal liability issues.
Join Spencer Roule and Tony Basalla from Cerity Partners as they explore:
Who Should Attend?
Anyone who manages an organization’s retirement plan or advises them. The number of excessive fee lawsuits continues to rise, and disgruntled participants often target everyone involved with the plan’s operation and management. Understanding the issues is paramount for mitigating the risks.
1 CPE credit hour is available for CPAs.
Visit ceritypartners.com to learn more about the Cerity Partners Retirement Plans Advisory Team.
This information should not be construed as personalized investment, tax, or legal advice. Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with offices in California, Colorado, Illinois, Michigan, New York, Ohio, Massachusetts, and Texas. Registration of an Investment Adviser does not imply any level of skill or training. For information pertaining to the registration status of Cerity Partners, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Cerity Partners, including fees and services, send for our disclosure statement as set forth on Form CRS and ADV Part 2 using the contact information herein. Please read the disclosure statement carefully before you invest or send money.