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Raising the Bar - How Strong Is Your Plan?
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3/13/2014
When: Thursday, March 13
11:30am-1pm
Where: Eller College of Management (in the Quicken Loans building)
16425 N. Pima Rd., #370
Scottsdale, Arizona  85260
United States
Contact: John Shultz
480.443.5427

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Join the Arizona Technology Council's 401k administrator Scottsdale Wealth Management Group for their FastTrack seminar. This will be a great opportunity for plan sponsors to review the strength of their current plans. We will ask a series of questions about your plan and then provide you with "Raising the Bar," a customized benchmarking report that compares your organization’s retirement plan with other plans nationally. This report will provide each plan sponsor with a unique review that will point out gaps that might exist in your current plan and potential strategies for how to close those gaps. We will walk you through a three-step process that can help strengthen your plan. Fact-finding – MJ Zayac will offer insights from AllianceBernstein’s plan sponsor research which will include a fact-finding questionnaire, specific to your plan. Benchmarking report – You will receive a customized benchmarking report, "Raising the Bar," that will allow plan sponsors to compare their current plans to others across the country. Action plan – a road map to plan enhancements with a detailed checklist of potential action items among five key areas and a suggested implementation timetable. Complimentary lunch will be served. Guests welcome. 


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