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Plan Sponsor seminar for Retirement Plans 401(k), 403(b) | Coastal Financial Advisors - Providing Fee Only, Unbiased Advice. NAPFA member.

Plan Sponsor seminar for Retirement Plans 401(k), 403(b)

How is your company’s 401(k) holding up in today’s challenging market?
Dennis O’Brien, President of Coastal Financial Advisors invites Plan Sponsors to a seminar providing valuable information to improve your retirement plan.  New laws will change the face of retirement plans.  Come learn what to expect.Retirement Plans:  Understanding Plans, Fees and Your Fiduciary Role

Tuesday, September 15th, 2009 9:00 am to 11:00 am

Greater Monmouth Chamber of Commerce 17 Broad Street, Freehold, NJ

The economy has not been treating anyone’s retirement money very well.  And yet even in the midst of serious downturns, opportunity exists.   

Dennis will discuss how by addressing issues including:

Evaluating Retirement Plan fees
Uncovering the Full Cost of Retirement Plans
Understanding Bundled vs. Unbundled Plans
Examining Target Date Funds
Understanding the Role of a Broker Dealer & Registered Investment Advisor
Evaluating Investment Options
Employee Education

Dennis’s insights have been featured in business publications, including Investor’s Business Daily, Success Magazine and Investment Advisor Magazine. 




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