Peeling the Onion on 401(k) Fees
Peeling the Onion on 401(k) Fees
Learn how the CARES Act impacts both defined benefit and contribution plans, legislative updates, potential options for your organization to minimize effects to your business, and important considerations and actions to take next. Speaker: Pete Ravani, CFP, AIF Vice President Pete is a vice president at CBIZ Retirement Plan Services and is associated with CBIZ
Zoom in to hear the experts discuss what they’re seeing in the M&A market, post-Covid 19, what sectors are still active in M&A (hint: big tech is actively shopping and closing acquisitions!), and how you should prepare your company to be ready for sale – even if you’re not currently planning to sell. Learning Objectives:
As your company prepares for some or all of your workforce to return to the office, you need to implement practical Return-to-Work procedures to ensure safety for all employees and compliance to local and country government regulations. There is no reason to re-invent the wheel. Come to a highly interactive session led by Ron Yu,
Join us for an hour of wine and conversation with SVB’s wine division Managing Director and wine connoisseur Greg Gregory. For $25 you’ll receive two amazing bottles of wine from Flanagan Wines. We’ll enjoy conversation together as we swirl, sip, and learn about Flanagan Wines and California’s wine country. Chardonnay and Pinot Noir lovers, we