Broker Check
28 Nov
401k ERISA Update Webinar

Description

In this timely discussion, we will review:

Student Loan Matching Programs. In the battle for talent, recently passed legislation provides an opportunity for employers to address a challenge for many recent graduates: pay down student loan debt or save for retirement? A student loan matching program may benefit employers who recruit and retain college-educated employees. Learn whether a student loan matching program might be right for your company.

Self-Correction of Retirement Plan Errors. You can self-correct many retirement plan errors without contacting the IRS or paying a fee. Learn what to do when “bad things happen to good plans”.

To register, RSVP here or email us at team@pendletonfinancial.com and you will receive a response with webinar access instructions.]

Presented by John Nelson

John leads a team of dedicated specialists who focus on delivering comprehensive consulting, investment and plan design services. Formerly a partner with Santa Barbara law firm Mullen & Henzell and past associate of Los Angeles law firm Paul, Hastings, Janofsky & Walker, John has extensive experience with ERISA law. He founded Meridian Retirement Plan Advisors in 1997. John graduated from Loyola Law School in Los Angeles, where he was a member of the Loyola Law Review. John is a nationally recognized ERISA attorney and investment advisor. He’s a member of the Employee Benefits Committee of the State Bar of California, the Western Pension & Benefits Council, the American Society of Pension Professionals & Actuaries and the ESOP Association. PlanSponsor magazine named John “Defined Contribution Plan Consultant of the Year.”


Date and Time

Tue, Nov 28, 2023

1:00p - 2:00p EST

Location

Webinar Details to Follow

PT1H

Event Registration


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