August 13, 2025 | 11:30 AM - 12:30 PM | Webinar
Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris Wagner and Austin Wells as they demonstrate how to evaluate and benchmark retirement plan providers and services. Learn how pooled employer plans (PEPs) can reduce your administrative burden and costs while maintaining high-quality benefits for your employees.
KEY TAKEAWAYS:
- Understanding 401(k) Plan Benchmarking
- Evaluating PEPs vs Traditional 401(k) Plans
- Cost-Effective Strategies for Plan Administration
- Steps to Implement Changes & Communicate Effectively with Employees
SEMINAR LEVEL: Intermediate
WHO SHOULD ATTEND: Business Owners, CFOs, HR Directors, Benefits Managers