Meeting/Event Information

 Directions

September 21, 2017

R.E.T.I.R.E, The Plan Sponsor’s Guide to 401(k) Administration
September 21, 2017
8:00 AM - 11:00 AM
DoubleTree by Hilton
6161 West Centinela Ave
Culver City, CA 90230
Join us to learn about employer's obligations surrounding 401(k) plan

$35.00 Member Registration

$50.00 Non-Member Registration

The presentation covers employer’s obligations regarding to 401(K) as stated on the R.E.T.I.R.E mnemonic:

 

  •        Responsibilities
  •        Expenses
  •        Tracking
  •        Investment Solutions
  •        Resources
  •        Engagement

Nathan Fisher is the Founder and Managing Director of Fisher Investments 401(k) Solutions and oversees all aspects of retirement planning services for the firm. As a staunch advocate for small to medium-sized businesses, he meets with hundreds of business owners across the country to help them start, evaluate and optimize their 401(k) plans in order to improve the retirement readiness of both owners and employees. Nathan earned an M.B.A. in Business Administration from UCLA and
has become a sought after expert in the field of 401(k) plan structure, sponsor compliance and administration.
  

 

Alex Queen has been with Fisher Investments since 2001. He joined the 401(k) Solutions group as a Retirement Counselor and now also serves as the Vice President of 401k Solutions Service. His extensive Fisher background is service focused, including more than 10 years in various Private Client Services roles. A commitment and passion for providing exemplary customer service to both plan sponsors and participants alike is readily apparent in any conversation with Alex.
Prior to joining Fisher, he spent time with Strong Capital Management and Prudential Financial.
  

Future Meetings

September 21, 2017

R.E.T.I.R.E, The Plan Sponsor’s Guide to 401(k) Administration

September 21, 2017
8:00 AM - 11:00 AM

DoubleTree by Hilton
6161 West Centinela Ave
Culver City, CA 90230

Join us to learn about employer's obligations surrounding 401(k) plan