On Monday, November 7, 2022, Jeffrey Holdvogt will be a panelist at the American Bar Association’s Joint Committee on Employee Benefits ERISA Basics National Institute on the topic of “Option #1: Section 401(k) Plans”.

This session will cover the basics of the who, what, where, when, and how of Section 401(k) plans. This session outlines all of the fundamental tax code and ERISA rules that govern the daily operation of a Section 401(k) plan.