1. Define retirement planning success and retirement readiness.
2. Identify best practices in selecting plan providers and plan costs.
3. Discuss fiduciary reviews, diversification of portfolios and increase of participation rates.
Mutual of America Financial Group is pleased to present this session that will discuss better positioning your agency for retirement plan success and retirement readiness from an employee perspective.
Hear about best practices agencies should follow when selecting plan providers, understanding the “all in” costs of a retirement plan, due diligence plan fiduciary reviews, diversification of portfolios, achievement of higher participation rates and more.