(Re)Designing the perfect 401(k) for your company

Aaron Pottichen, I help companies improve their 401(k) Plan

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13 Videos (33m)
    • Introduction

    • Class Project

    • Terminology

    • Why a 401K is so important

    • What is your intention?

    • Workforce types

    • Redesigning your 401K

    • Employer match

    • Adviser types

    • Plan Expenses

    • Educating your EES

    • Fiduciary responsibility

    • Conclusion


About This Class

In this class, Aaron Pottichen will teach you how to improve or design the perfect 401(k) plan for your company. Aaron's nationally recognized experience with hundreds of company retirement plans and thousands of participant discussions are captured in this class.This 33 minute class is suited for those who have an operational role in the company that includes the employee benefits. That might include human resource, operations, finance people or anyone that is involved in the human capital management of your company. 

After completing this class students will have increased their knowledge on the operational side of the 401(k) and be better suited to take charge in improving this benefit for their company.  With a retirement plan consistently ranked as the second most important benefit a company can offer, completing this course is an investment in time that your employees will benefit from for years to come.     






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Aaron Pottichen

I help companies improve their 401(k) Plan

As President of CLS Partners Retirement Services, Aaron is responsible for leading the Retirement Services division, providing guidance to clients and coordinating these services with the other CLS Partners’ business units.  

Aaron has completed advanced financial and retirement plan training and he has received the Chartered Retirement Planning Specialists (CRPS®) designation. He has received several industry awards including being recognized by NAPA as one of the Top 50 Plan Advisers under 40 in America in 2015 & 2017 and by The Financial Times as a Top 401(k) Retirement Plan Advisor in 2016.

He is also a frequent contributor to stories from outlets such as The New York Times, CNBC, Barron’s, InvestmentNews & WealthManagement.com. Aaron also writes a monthly column that is featured on InvestmentNews.