Utah 401(k) Summit

Gather with other plan sponsors and join the conversation. Lunch will be provided by Raymond James.
This 30-40 minute presentation will provide an in-depth analysis of the recent executive order enabling alternative investments within 401(k) plans, highlighting the expanded opportunities for plan sponsors and participants. Attendees will gain insights into the regulatory changes, the types of alternative assets now accessible—such as real estate, private equity, and cryptocurrencies—and the potential benefits and risks
This 30-40 minute presentation offers an in-depth exploration of non-qualified deferred compensation plan designs, focusing on Sections 409A and 457 of the Internal Revenue Code.
Join with your peers and have a discussion about trends in financial wellness and what solutions are available.
Small discussion about what key items you are taking away from the meeting.

Meet the Team

Allyn Shaw, MBA, CFP®, CRPS®, AIF®