O’Reilly Wealth Advisors Announces 10/17/17 401(k) Workshop & White Paper
On October 17, 2017 O’Reilly Wealth Advisors is hosting a 401(k) workshop. At the workshop, results of a study of a large number of 401(k) plans in San Diego County, especially North County, will be presented.
If you want your company’s 401(k) plan included – please contact us no later than September 1. Your plan’s presence in the study will be anonymous. No individual plans information will be revealed. If you want your plan studied – we call it a Fiduciary Risk Review – please let us know.
Mark your calendars for now and more details will be coming, including how to RSVP.