Prevent Retirement Plan Extinction

Published on Nov 23, 2015

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PRESENTATION OUTLINE

Prevent Retirement Plan Extinction

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People Used to Believe this ...

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 And They used These
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and These

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But Things Have Changed

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You will need to change as Well

They Will Continue to Change

These People will See that You Do 

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and You Could End Up Here

The ERISA Bermuda Triangle

Navigating Your Way Can Be Very Expensive

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  • Ameriprise to Pay $27.5 million settlement in 401(k) fiducuiary
  • Lockheed Martin to Pay $62 million to settle 401(k) suit
  • Nationwide Agrees to $140 million ERISA Settlement
  • EBSA Restores ofer $599.7 Million to Employee Benefit Plan

I Know, It Can't Happen To You

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Easy at 1...

Never Pay Retail
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2 ...

Institutional Investments 
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So You Can Feed This

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Instead of These

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Which can Lead to

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