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Event Details

    Investing Basics: An HR guide to the Wall Street Lingo

    Date: May 27, 2014, 11:30am – 1:00pm
    Jeff Partridge from Partridge Financial
    Rushmore Plaza Holiday Inn, 505 N 5th St, Rapid City
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    Approved for 1.0 General Recertification Credit

    The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.

    1. Plan Design

      1. Should you have a plan at all?

      2. What is a Mutual Fund?

      3. When is it time to revisit your plan design?

    2. Fees, Fees, Fees,

      1. ABC, Fee

      2. When Disclosure = Confusion

      3. Other Fees

    3. Fund Options

      1. My love/hate relationship with Target Date Funds

      2. The coming Bond Bomb

      3. Market Volatility – Are your participants ready?


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