To illustrate the actual cost of holding on to underperforming mutual funds Ric will provide 3 actual case examples to illustrate how this can cost you $100,000’s in retirement funds.
A Registered Investment Adviser, Ric Lager works with attorneys and law firms to help maximize the value of their retirement investments. In this CLE he will primarily address: selecting a plan, simple IRAs vs. SEPs vs. individual 401(k) plans, the challenges legal professionals face when investing and 401(k) management pitfalls & practice points