On May 18th Karin Alvarado, along with guest speakers Larry Crocker and Al Chingren, held an seminar event at Rutherford Ranch Winery on Engineering A Successful Retirement Plan Experience. This seminar provided information on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. It also provided educational information on the changing Fiduciary Regulatory Rules. Thank You to all who attended the event.
Here are some pictures from the event showing the speakers and venue.