Seminar: 2019 Retirement Trends: Planning For The Future

/ January 17, 2019 January 17, 2019

New Year, New Regulations, & New Trends. Is your retirement plan where it needs to be? Join us for a seminar that discusses retirement plan trends you should be aware of for your organization and simple steps you can take to mitigate risks in 2019.

Leave this session with an understanding of:

  • Student Loan 401k Matching – A new trend where an employee’s student loan repayment can be recognized as a retirement contribution making them eligible for your employer match programs, even if the employee is not actively contributing to their 401(k)
  • Innovative Retirement Saving Techniques – How employees can spend at their favorite businesses and receive up to 30% cash-back towards their retirement plan through their employer
  • Cyber Security – How to protect the money inside of your retirement plan that can be put at risk because of cyber attacks


Tuesday, February 26, 2019 | 8:30-10:00am | Exude, Inc.
(8:30-9 registration, 9-10:00 presentation, breakfast provided)
Presenters: Philip Fogli, & David Marcinowski, Managing Partners at Exude FRS
Location: Exude, Inc.
325 Chestnut Street – Suite 1000 Philadelphia PA 19106

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