Back to All Events

401(k) Investor Education Event

Want more money for retirement?  Or perhaps you participate in the 401(k) plan but find the fund choices confusing or are not sure how you can change them?

If you currently participate in the company 401(k) plan please join us for an in-person event hosted by Strategic Wealth Management Group, LLC to learn about:

  • Economic Update/Market Commentary
  • Investor Profiling & Risk Tollerance
  • 401(k) Plan Components & Design
  • 401(k) Calculators
  • 2017 Update of Contribution Limits
  • Diversification
  • Review of Plan Investment Options:  What funds are right for me?
  • Default Funds:  Where does my money go if I do not elect an allocation?

The event will be located at the main office at 3717 Crondall Ln, Owings Mills MD 21117.

Later Event: April 14
Last Day of Open Enrollment