Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

• Discover important retirement plan features concerning enrollment, contributions, plan rule changes, matching, and vesting.
• Review retirement plan investment choices.
• Find out four reasons why retirement plan loans are discouraged.
• Evaluate the ramifications of plan rollovers, transfers, and distributions.

Participants who attend this course will gain an understanding of which 401(k), 403(b), or 457 plan investments and strategies are most appropriate for them to achieve their financial goals.  In addition, participants will develop confidence in their ability to develop and modify their own 401(k), 403(b), or 457 plan investment portfolios.  Each participant will receive a 55-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.