Optimizing 401(k) Plans: A Lunch & Learning Session for HR Leaders
Join us for a midday of great food, conversation, and insight with Radius Wealth Management.

Join Radius Wealth Management, T. Rowe Price, and TRA for a complimentary lunchtime discussion at Ruth’s Chris Steakhouse in Boston, designed specifically for HR and benefits professionals. We’ll explore how organizations can implement, manage, and optimize 401(k) plans that meet fiduciary standards, control costs, lighten administrative responsibility, and help employees improve retirement readiness. Whether you oversee an existing plan or are evaluating a new one, you’ll gain clarity, benchmarks, and actionable insights you can take back to your team.
Speakers
Nate Marsden
T. Rowe Price
U.S. Intermediaries | DCIO Regional Sales Specialist
Christian Von Stackelberg
Radius Wealth
 Management
Registered Investment Advisor

Grant Livingston
tra401(k)

Regional Plan Consultant



Schedule
11:30 AM
Welcome Drinks & Introductions
Hosted by the Radius Wealth Management team
12:00 Pm
Lunch
12:30 PM
401(k) Plan Insights Panel
1:00 PM
Discussion and Q & A
Location
Ruth’s Chris Steak House
45 School St, Boston, MA, 02180
Venue Access and Parking
Valet parking is available directly across the street at 45 Province Street, just a two-minute walk from the restaurant. Parking will be covered for all guests attending the event.
 Join us on Thursday, January 29th
We appreciate your partnership! Feel free to invite a colleague, friend, or spouse to attend with you!

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