What is the cost of your 401(k) problem? Unfortunately, not many people know. And many attorneys are not very adept when it comes to 401(k) management and knowing if plan sponsors are upholding their fiduciary responsibilities.
Ric Lager is a Registered Investment Advisory. For the last fifteen years he has specialized in advising attorneys and law firms on preserving and maximizing the value of their retirement plans.
In order to educate you on these highly critical retirement issues, Ric will provide analysis of: the annual fees & investment performance of your investment menu, asset diversification & allocation, efficient plan management & reasonable fees and the merits of investing early in your legal career in a firm 401(k). To illustrate the actual cost of holding on to underperforming mutual funds Ric will provide 3 actual case examples to illustrate how this can cost you $100,000’s in retirement funds. Ric will conclude by providing a full explanation of the pros and cons of the Roth 401(k) versus a regular 401(k) — from tax treatment to tax considerations before retiring.
Ric Lager is president of Lager & Company, Inc. For almost two decades he has specialized in helping solo and small firm attorneys maximize the value of their retirement investments.