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Let’s Talk: Essential Tips for Effective 401(k) Management
Wednesday, March 12, 2025 | 8:30 — 9:15am
Zoom Session
Register Today
A part of our Financial Planning Series presented by the Atlantic Health System Foundations and OneTeam Financial.
Learn how to transform your employee benefits strategy! Tailored for HR Directors or those who may oversee the company’s employee benefit programs, this session:
- explores innovative approaches to attracting and retaining top talent while managing fiduciary responsibilities with ease.
- offers actionable insights on how to optimize benefits packages, specifically the 401(k) retirement plan.
- will assist you in elevating your benefits offerings and make a strategic impact on your organization’s success.
Join OneTeam Financial’s Jeff Costello and his colleague Gina Ference for this interactive virtual discussion and get answers to your most pressing questions.
About Jeff Costello, CFF®, NSSA
Wealth Management and Retirement Income Planning
At OneTeam Financial, Jeff specializes in retirement income planning and wealth management, with a focus on tax optimization. For over a decade, he has been collaborating closely with clients to create holistic retirement income plans that prioritize tax efficiency and financial flexibility to enhance their wealth. He customizes investment portfolios for each client to align with their specific goals and objectives while also providing risk management solutions.
About Gina Ference
Managing Director, Partnership Development
Gina manages the OneTeam Financial’s client relationship activities, employee development and building relationships with strategic partners to continue growing the firm’s presence and service offerings throughout the community. She works to coordinate frequent educational events in both live and virtual formats for our subject-matter experts to provide timely content to membership groups, civic organizations, financial professionals and others in need of holistic financial planning education.