401K Plan Trends, Is your plan maximizing participant outcomes?

Tuesday 11:15 AM – 12:15 PM

Session Description

Fidelity Investments and Palabe Wealth Management will walk you through the plan features that improve participant outcomes, financial wellness and retirement readiness. You will hear about trends going on in the industry and the importance of fiduciary support. We will provide you with numerous tools to help you design a well rounded and successful 401K plan within your organization.

 


Kevin Teague

Kevin Teague is a VP, Retirement Director with Fidelity Investments Workplace Investing. He began working for Fidelity Investments in 2007 and has served in various roles in both participant and client services. In his current role, Kevin helps companies in the greater Chicago area enhance their overall benefits experience with industry-leading plans and tools. He works closely with consultants, advisors, and brokers to build the best plan possible for the client and their employees.

Arlene Palabe

Arlene Palabe is the Associate Wealth Manager and one of the founding Principals of Palabe Wealth Management. She holds a license in Series 6, 63 and is an Accredited Investment Fiduciary (AIF). Arlene works jointly with Chris on new business development, client plan reviews, and oversees our Account Management Team.  Arlene is dedicated to coordinating Group Educational Meetings, Personal Consult Sessions, and conducting workshops on various topics.  She collaborates with fellow leading Investment Advisors throughout the country as a member of the National Association of Plan Advisors. Arlene is also a member of the Northwest Human Resources Council and featured speaker for numerous organizations on 401k topics and Employee Benefits.