Next Meeting, the sixth in a series of meetings to discuss changes/decision affecting supplemental retirement plans: 401(k) and 457
Deferred Comp:
Date: Tuesday, January 29, 2019
Time: 8:30 – 10:30 a.m.
Place: Treasury Conference Room, Suite 330
Agenda Topics expected to be covered at 1/29 meeting:
- Discuss/Decide on additional 401k Plan & 457 Plan provisions (e.g., loans, QDROs, Self-Directed Brokerage Option, etc.)
- Discuss how to go about communicating to 401k and 457 participants re: Investment-related and Plan-related decisions made to-date
- Discuss timing of implementing investment decisions, Plan changes and contract signing
- Discuss Empower’s role in Transition Management once contract is signed