This Lunch N Learn session will cover a trending topic in the financial industry; retirement plan aggregation. Much like health insurance can be expensive for small businesses, the same is true for small businesses and retirement plans. The concept of plan aggregation allows for multiple employers to come together to negotiate better pricing, save time, and improve the service received from retirement plan vendors, creating
To register for this seminar, please email firstname.lastname@example.org with your company, name and # of attendees. The seminar will be held at SITE's office in the training room.