Monthly Archives: May 2020

New CLE on Individual 401k Management for Attorneys

A Registered Investment Adviser, Ric Lager works with attorneys and law firms to help maximize the value of their retirement investments. In this CLE he will primarily address: selecting a plan, simple IRAs vs. SEPs vs. individual 401(k) plans, the challenges legal professionals face when investing and 401(k) management pitfalls & practice points