Webinar: Exploring Possibilities for Employee Self-Directed Retirement Plans

Transform the flow of capital and have the agency to invest your workplace retirement savings to transform your local community!

How would you like to mobilize your team of employees to transform the flow of capital and have the agency to invest your workplace retirement savings to transform your local community? Join us on this journey of discovery on this interactive webinar. RSVP HERE!

Jason Wiener will discuss how he set up an employee-directed 401(k) plan for his law firm, giving each worker the ability to direct how their portion of the 401(k) is invested. Rob Thomas will share his research on options for how to do employee-directed funds under ERISA law, including insights he gained about the potential to start a Collective Investment Trust. You’ll walk away with a clearer sense of the challenges and opportunities within this space, and perhaps some insight as to how you can help grow the movement to unleash funds via employee-directed plans.

RSVP on Eventbrite today!This webinar is free to members of TheNextEgg.org, so please consider joining us!

WHEN
August 06, 2019 at 12pm - 1:30pm
WHERE
Online (Zoom)
CONTACT
Sue Bennett ·

Showing 1 reaction

  • Ricardo Nuñez
    published this page in Events 2019-07-20 14:18:04 -0700

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