Retirement planning for engineering firms has become far more complex than many leadership teams anticipated. What was once considered a routine employee benefit now carries increased fiduciary responsibility, rising employee expectations, and greater pressure to deliver meaningful long-term outcomes.
Attendees will gain insight into the broader shifts taking place across the retirement landscape, including how ACEC Retirement Trust is helping firms move toward a more professionally governed and institutionally structured approach for retirement planning. The presentation will also explore how 401(k) plans and ESOPs serve distinct but complementary purposes, and why many firms are finding that the strongest strategies come from understanding how the two work together.
This session is for CEOs, CFO, HR and employees of all levels. Attendees will have a better understanding of how an Institutional 401(k) Platform differs from a stand-alone structure:
Professionally governed structure
Outsourced fiduciary expertise through expert-led oversight
Scale-driven pricing and access
Guided financial outcomes
The presentation will also discuss how ESOPS and 401(k)s serve complementary roles in helping employees build long term financial security.
