You’re Invited to attend this valuable SoonerSave plan seminar
Oklahoma Office of Management and Enterprise Services sent this bulletin at 09/20/2013 02:52 PM CDTHaving trouble viewing this email? View it as a Web page. |
| Subscribe
SoonerSave
State of Oklahoma 457 and 401(a) Plans
You’re Invited to attend this valuable educational seminar
Monday, September 23, 2013
10:00am & 1:00pm
SoonerSave Enrollment Seminar
This seminar introduces the concept of before-tax savings and summarizes investment options and plan design features, such as Internal Revenue Code section basics, plan features and benefits, eligibility, financial hardship restrictions, withdrawal requirements, investment option overview and how to enroll.
11:00am
Asset Allocation
This seminar provides a comprehensive overview of asset allocation. We’ll review the three asset classes: stocks, bonds, and cash equivalents along with the benefits and risks associated with each. The seminar will also explore strategies behind developing your own asset allocation by following specific steps.
Meetings will be in the Concourse Theater
“The theater is in the tunnel between the Sequoyah and Will Rogers Buildings”
Contact:
Marc Pierce, SoonerSave Education Counselor
405-315-0558