Sobel & Co. LLC,  accounting firm livingston,  accounting firm livingston

Sobel and Co Secure File Sharing Sobel and Co Client Portal Access Sobel and Co Site Search

973-994-9494

Sobel and Co LinkedIn PageSobel and Co Facebook PageSobel and Co BlogSobel and Co Facebook Page

Employee Benefit Plan Webinar

"Optimizing Your Retirement Plan"

panel

Scott T. Matheson, CFA, CPA
Managing Director, Defined Contribution Practice Leader
CAPTRUST

Scott A. Wertheim, AIF, CEBS
Senior Vice President, Financial Advisor
CAPTRUST

Jennifer Doss, ARPS
Director, Institutional Solutions
CAPTRUST

Please join CAPTRUST Defined Contribution Practice Leader Scott Matheson and a panel of his colleagues for a discussion surrounding the following questions:

  • What does an "optimized" plan look like?
  • How effective is plan automation?
  • What tools can plan sponsors use to drive employee engagement?

This webinar will examine interesting research nuggets gleaned from trusted sources and insights from CAPTRUST's annual plan design benchmark study, the largest of its kind in the industry.

Click here for more information and to register for this event.

Tuesday, February 5, 2019 - 12:00pm to 1:30pm