Your ATL Global Advisors Gary Lutrick and Kevin Myers, both participated again in the National Association of Plan Advisors three-day conference. This year the conference was held in San Diego with over 1,200 advisors from across the country participating in this annual conference. They were able to separately attend a wide variety of subjects that will help improve efficiencies in your 401(k) administration, learn processes and documentation to reduce your risk as a plan sponsor and monitor employee progress.
Of course, every good conference provides entertainment. Kevin and his wife Tammy enjoyed a side trip to La Jolla enjoying the Pacific coast and the local sea lions.
Gary, really enjoyed seeing the Aerospace Museum after-hours dinner, with March Madness playing live screen in the background.
As usual, expect annual reviews of your plan from Kevin and Gary and help with your and helping your associates become retirement ready going forward. Reach out to us if you have questions!