Key Considerations To Help You Navigate Today’s Marketplace And Remain Focused On Growing Your Business

06/23/2023 • 10:15AM - 11:00AM EST • Workshop Room 7

The global economy is volatile, and time is a luxury for many business owners, so the effort it takes to create and offer a retirement plan can be overwhelming. But just as saving for retirement is crucial to your own financial independence, offering a retirement plan to your employees is also an important part of your overall benefits package for retention and attracting top talent. Whether you’re just starting your search for a retirement advisor or you’ve been working with one for years, there are several questions you should ask to help ensure you are maximizing you and your employees’ retirement benefits.

Ask questions and gain timely insights from industry expert Jim Marx, Director of the Retirement Plans Division at Edelman Financial Engines. His team of experienced retirement plan advisors have been serving the best interests of small business employers and employees for decades.

Presented by:

Jim Marx Director, Retirement Plans Division, Edelman Financial Engines

Jim Marx, Director of the Retirement Plans Division, has been with Edelman Financial for over 13 years. His team of retirement plan experts have been serving the best interests of small business employers and employees for decades. The team provides a range of retirement plan services – from plan management to employee education - allowing business owners to focus on running their business.
Jim Marx, Director of the Retirement Plans Division, has been with Edelman Financial for over 13 years. His team of retirement plan experts have been serving the best interests of small business employers and employees for decades. The team provides a range of retirement plan services – from plan management to employee education - allowing business owners to focus on running their business.

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