Trends have been for 401(k) line-ups to get simpler but the reality is they are getting harder to monitor and the days of group employee education sessions are going away.
Warren, NJ (PRWEB) March 23, 2014
Steven Kaye of AEPG Wealth Strategies will be a featured speaker at the 2014 Boardroom Development Partners RIA West Coast Summit in Colorado Springs, CO.
The RIA Summit unites an exclusive group of Registered Investment Advisors with top economists, analysts, solution partners, and innovators in the field. The result is an exceptionally efficient, highly collaborative networking and educational event. This year’s conference will be held at The Broadmoor in Colorado Springs, CO, from March 26th through March 28th.
Steven will be speaking on “The Next Round of Changes in the 401(k) Landscape”. 401(k) plans are changing fast. Almost all areas of 40(k) plan operations have developed increased attention. Conference attendees will learn about the newest areas of DOL focus, important plan governance areas, and how documenting all plan events has become extremely important. Kaye states, “Trends have been for 401(k) line-ups to get simpler but the reality is they are getting harder to monitor and the days of group employee education sessions are going away.” Participants will hear about the newest trends and other creative methods for educating employees. He will explore gamification trends, fees and pricing, who is getting sued, new education, and the importance of one-on-one participant meetings.
Steven Kaye is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), Accredited Asset Management Specialist (AAMS), Certified Retirement Counselor (CRC), and Accredited Investment Fiduciary ® (AIF®).He earned a bachelor's degree in accounting from Rutgers University.
About AEPG ® Wealth Strategies: http://www.aepg.com
For over 30 years, the clients of AEPG Wealth Strategies have benefited from personalized, comprehensive wealth management and financial advisory services. Our services to individuals, business owners, physicians and corporations include: Comprehensive Financial Planning, Investment Management, Individual Insurance, Group Insurance, 401(k), Retirement Plan Solutions, and Estate Planning.
If you would like to learn more about AEPG's Retirement Plan Solutions - Investment Management, Plan Design & Operations, Governance, and Participation Education, please go to: http://www.aepg.com/retirement-plan-solution.
For more information on the 2014 RIA West Coast Summit or Boardroom Development Partners, please visit: http://www.bdpmeetings.com.