ON DEMAND Webinar:

The Importance of 401(k) Benchmarking for Financial Advisors

On Demand | 30 mins

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About the Event

Have your clients had a 401(k) plan checkup lately? The IRS recommends a professional plan review once a year to identify any errors and ensure IRS testing compliance. This valuable service can help your clients stay in fiduciary compliance while elevating your advisory role.

In this webinar, we’ll discuss how 401(k) plan benchmarking can:

Help ensure the plan is operating to fiduciary guidelines and IRS regulations
Evaluate plan design and fee structure
Determine whether any updates need to be made
Assess plan provider services and current needs

About the Speaker

Scott Cavanaugh

Retirement Sales Manager, Paychex Retirement Services

With Paychex since 2008, Scott Cavanaugh has extensive knowledge of the retirement industry, including prior roles in relationship management, sales, services, and various leadership positions. He holds his Qualified 401(k) Administrator (QKA) credentials from ASPPA along with his FINRA Series 6, and 63. Over his 16 years with Paychex, Scott has helped financial advisors streamline their 401(k) business and give participants access to these key benefits.