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Event Details

    The History of Retirement Plans & Why Sponsor One at All?

    Date: January 29, 2013, 11:30am – 1:00pm
    Jeff Partridge, Partridge Financial
    Westhills Village Retirement Community, 255 Texas Street, Rapid City
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    The History  of Retirement Plans & Why Sponsor One at All?

    • Introduction
    • History of Retirement Plans
    • Have we really advanced?
    • Why sponsor a Retirement Plan at all?
    • Do they really add to the workplace?
    • How does the employee see the Retirement Plan?
    • The DOL and 408(b) (2)
    • Your Responsibilities, Liabilities, and Fiduciary reminders
    • The Role (or lack thereof) a Financial Advisor
    • Association 401k’s – the dawning of new age
    • The SIMPLE IRA – is it Simple enough?
    • Other Options?
    • Q&A


    Click here for a bio on Jeff.