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Do you know how the new Department of Labor’s Fiduciary Rule will impact your company’s retirement plan?

Come lunch and learn with a discussion of the new rule, what fees to look out for and other best practices as it relates to business retirement plans from the Financial Advisors at Cooper Scoggin Financial Strategies Group of Wells Fargo Advisors. Spots are filling up fast! RSVP by October 7th

Retirement planning consultants from Cooper Scoggin Financial Strategies Group of Wells Fargo Advisors, LLC team will educate the group on:

  • As an employer, how to take full advantage of pre-tax benefits?
  • What does a great investment lineup looks like?
  • Best practices to minimize your risk, costs and time.
  • Common pitfalls, challenges, and important reminders for small to medium size business
When: October 11, 2016 from 11:30a – 1:00p
Who: Small to medium size businesses with 2-500 employees

Open to: Members and Sponsors. One guest per person. Those who have a 401k may want to bring their Plan Sponsor (person designated to do any of the daily work that comes up for their 401k plan).

For details on EO member events, contact communications@eoaustin.com