THURSDAY SEPTEMBER 14 @ 10:00 AM CST

Red Flags With 401(k) Participant Managed Accounts

ABOUT THE WEBINAR

Red Flags with 401(k) Participant Managed Accounts

In this 30-minute webinar, presenter Chris Thixton, QPA, QKC, C(k)P®, will be providing in-depth insights into the common and glaring red flags we regularly see with 401(k) Participant Managed Accounts. There are three key criticisms that impact participants’ retirement readiness fiduciary committees should not overlook when considering their value for the plan.

WE WILL DISCUSS 3 RED FLAGS

#1

Managed account performance is not benchmarked. As a result, we are concerned that there lacks competitive pressure to perform well.

#2

Participant managed accounts are not as customized as sellers would make it out to seem.

#3

Participant managed accounts fees are expensive and add up over time.

PRESENTER

Chris Thixton, QPA, QKC, C(k)P®

For over 20 years, Chris has been a retirement plan industry advocate, addressing the reality that most people aren’t on track for retirement. He works exclusively with 401(k) and 403(b) plan sponsors and fiduciary committees, helping them implement result-driven, retirement ready plan management, dedicated to improving the financial security of employees in America.

 

Chris leads public workshops to train fiduciary committees and conducts private training sessions for individual fiduciary committees across the country. Chris has spoken at over 50 conferences and seminars regarding overseeing retirement plans.

 

Chris is a member of the American Retirement Association and the American Society of Pension Professionals and Actuaries (ASPPA). He currently serves on ASPPA’s leadership counsel. As a member of ASPPA, he serves as both a Qualified Pension Administrator (QPA) and a Qualified 401(k) Consultant. Chris is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

Webinar Preview

Familiarize yourself with the concepts presented in the webinar with “Top 3 Red Flags We See with 401(k) Participant Managed Accounts.”

1

READY TO START?

Ready to Evaluate Your Plan’s Performance?


WHAT TO EXPECT:

1

Speak with an adviser who has evaluated your plan in the three critical areas.

2

Understand how your current plan is performing.

3

Learn what you can do to improve your plan’s performance.