Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

Retirement Reality: A Modern Approach to 401(k) and 403(b) Plan Design

Understanding the mechanics that can help you make your organization’s retirement plan work better for the benefit of all your employees:

• The new retirement reality-saving enough for longer life.

• Understanding participant math-how much will participants need and what other sources of income will there be.

• Enhancing plan features-how to design your plan to achieve better results for your employees.

• Adapting investment menus-Are you and your employees appropriately invested?

Raffa Financial Services
Ed Gimenez, CFP®, AIF®, Director of Retirement Plan Services
Jim Dowling, Sr. VP, Fidelity Investments
6/22/2017 12:00 PM EST
6/22/2017 2:00 PM EST
Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
Lunch
Retirement Plans
2
Group-Live
The objective of this course is to stimulate plan sponsors to take a deeper dive into how their organization’s retirement plans are structured, to set goals and suggest initiatives to achieve these goals.
Intermediate
None- Human Resources experience a plus
Reviewing your organization’s retirement plan prior to the seminar, i.e., plan document, summary plan description, fees, investment lineup may be helpful.
No
​"The speaker was able to impart the technical topic in an easily understood manner for those non-tech people attending. He responded to questions well, and helped people understand both the issues and solutions."

Raffa Learning Community Attendee