Tuesday, February 15, 2022 (11:45 AM - 1:00 PM) (CST)
The Greater East Dallas Chamber presents a Corporate Retirement Plan Panel We are excited to announce our March Luncheon on Tuesday, March 22 at Lakewood Country Club. We will have a panel of experts in the corporate retirement plan industry to discuss trends and best practices in the corporate retirement plan space. Fidelity Investments, the nation's largest 401k plan provider, will join us to discuss trends in corporate retirement plans. Legacy 401k Partners, one of the top Retirement Plan Advisors in DFW, will be providing an overview on managing your fiduciary risk and building the right 401k Investment Committee. Whitley Penn will share some of the biggest mistakes they see when auditing 401k plans and provide us with some best practices to utilize in your plan going forward. This is a rare opportunity to see this collection of industry experts all in one place. We will also have time for some Q&A after the panel discussion.