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"Final 4”01(k) – A Tournament Style Benefits Debate

Date and Time

Thursday, March 13, 2025, 4:00 PM until 7:00 PM

Location

The Partners Group
11850 SW 67th Ave, Suite 100
Portland, OR  97223
USA

Event Contact(s)

Bridget Davidson

Category

Education

Registration Info

Registration is required
Payment In Full In Advance Only

About this event

"Final 4”01(k) – A Tournament Style Benefits Debate

Are you ready to shape Secure 3.0? Don’t leave it to politicians—join us in debating 16 crucial topics and help decide what makes it into Secure 3.0!

 

1st Round

Plan Formation Tax Credits vs. State Retirement Plan Mandates

Simple IRA vs. Higher IRA Limits/Federal Option

Loan: Yes vs. Loans: Limited w/ Hardship

Roth Only vs. Roth Optional

TDF Glide Path: Through vs. TDF Glide Path: To

Crypto Investments: Yes vs. Crypto Investments: No

Auto Increase: Plan Design vs. Auto Increase: Employee Opt-In

Auto Enroll: Roth vs.  Auto Enroll: Pretax


Pricing is free for members and $50 for non-members.

 

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