Panel Workshop Details

Tues., May 15, 6:00 PM - 6:45 PM PST
Tuesday

Rightsizing Retirement Accounts to Get Maximum Benefit

Many 401k and other retirement plan investors are not characteristically excited about their retirement accounts. They should be, because their future depends on it! The hesitance is likely related to the unsettling awareness that it may not be a great investment opportunity. It does not seem as dynamic as it is billed. The accounts rarely seem to grow as expected. Why not? Answer: High-fees and poor advice because of conflicts of interest. With the proposed fiduciary rule of the Department of Labor now being sidelined, individuals can take a few simple actions to get the most out of their retirement accounts while avoiding the embedded conflicts of interest. Every person with a retirement plan account will benefit financially from knowing about these simple steps.

speaker photo
Robert Eisenbeis

Vice Chairman and Chief Monetary Economist

Cumberland Advisors

speaker photo
Michael McNiven

Managing Director & Portfolio Manager

Cumberland Advisors