Live Webinar:
Annual Plan Review: Have You Done Yours?
Wed. July 16, 2025, 2 PM EST Reserve your seat today
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About the Event
Do you know how much your 401(k) plan actually costs? What about your plan’s “health” – is it in compliance and effectively serving participants?
The IRS recommends an annual plan review to assess any administrative errors and whether you’re overpaying in fees. It can also help you maximize your plan and evaluate any need for improvements.
Join our online event to learn:
- What to expect during an annual plan review.
- How to assess plan design, fee structure, and investment performance.
- Key factors to consider when evaluating your 401(k) plan
A plan review is a simple way to help save time and money, so don’t miss this presentation.
Note: This webinar is not eligible for CPE or IRS CE credit
About the Speaker
Annemarie Bradford
Regional Retirement Services Manager
Annemarie has spent nearly a decade at Paychex helping businesses navigate the complexities of 401(k) and retirement plans. After gaining expertise in compliance regulations and new plan sales, she later transitioned to plan conversions, where she now leads a team of licensed professionals. Her team strives to deliver seamless conversion experiences, helping businesses streamline processes to create custom retirement programs tailored to their unique needs and goals.
