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
• Learn how to factor in the impact of inflation when planning for retirement
• Find out reasons why retirement plan loans are discouraged
• Evaluate the ramifications of plan rollovers, transfers, and distributions
• Define mutual fund terminology and fund types
• Complete a personalized risk tolerance survey
• Utilize essential tools to help manage risk
• Learn important asset allocation techniques for retirement plan investing
• Analyze and modify retirement plan portfolios
• Avoid common retirement plan investing mistakes

Participants 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 build confidence in their ability to develop and modify their own 401(k), 403(b), or 457 plan investment portfolios.