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Friday September 20, 2019, 9:00 am – 2:00 pm

Progressive Field, Cleveland, OH

Register and Pay below:

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Is your SIMPLE IRA plan ready for an IRS audit?

If you sponsor a Savings Incentive Match Plan for Employees (SIMPLE) and have not had the misfortune of undergoing an IR... by J. Timothy Corle, CPC, CFP®

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The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been advisors who scoffed... by Ary Rosenbaum, That 401(k) Guy

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You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of investments is the newes... by Ary Rosenbaum, That 401(k) Guy

Buy all your that401ksite.com merchandise here!

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The Bonus Headache

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the holidays after I start... by Ary Rosenbaum, That 401(k) Guy

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Watch about how much you spend on conferences

I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a national conference... by Ary Rosenbaum, That 401(k) Guy