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Retirement Plan Advisor Symposium - Richmond, VA

Thu, Sep 26

|

Fleming’s Prime Steakhouse

Presented by Alliance Retirement Plan Solutions, T. Rowe Price, and John Hancock

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Retirement Plan Advisor Symposium - Richmond, VA
Retirement Plan Advisor Symposium - Richmond, VA

Time & Location

Sep 26, 2024, 12:00 PM – 1:30 PM

Fleming’s Prime Steakhouse, 9200 Stony Point Pkwy Suite 131, Richmond, VA 23235, USA

Guests

About the event

The following topics will be discussed:

  • The Alliance Path Solution: Your Go-To TPA and SECURE Act 2.0 Updates  |  presented by Courtney A. Zanghi, CRPS®, CPFA®, AIF®, CBC - Alliance RPS
  • T. Rowe Price Target Date Update  |  presented by Shane Conceicao - T. Rowe. Price
  • Global Market Environment Update & Outlook  |  presented by Matthew Ko, CFA® - T. Rowe Price
  • Prospecting 101  |  presented by Edward Thurmond - John Hancock

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Accessibility Statement

Alliance Retirement Plan Solutions (“ARPS”) is a division of Gasaway Investment Advisors, Inc. (“GIA”), an SEC registered investment adviser registered with the Securities and Exchange Commission ("SEC").  ARPS, a DBA wholly owned by Gasaway Investment Advisors, Inc., provides bundled and unbundled 401(k) Third Party Administration and Recordkeeping services for businesses to assist their employees with saving for retirement.


ARPS provides both bundled services to clients of GIA as well as bundled and unbundled services to clients of outside advisors.  In the instances of ARPS providing bundled services to clients of outside advisors, GIA’s advisory services are generally limited to investment menu / fund selection and monitoring, as well as model portfolio creation and monitoring while ARPS is providing Third Party Administration and, in many instances, Recordkeeping services to the plans.

 

This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. GIA and ARPS do not provide tax or legal advice. Consult an appropriate professional regarding your situation. The views expressed are subject to change. In the event third-party data and/or statistics are used, they have been obtained from sources believed to be reliable; however, we cannot guarantee their accuracy or completeness. Investing involves risk, including risk of loss. Past performance does not guarantee future results.


More information can be found at https://adviserinfo.sec.gov/firm/summary/123807.
 

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