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Event Details

    January Membership Meeting - Responsibilities in Retirement Plans

    Date: January 12, 2017, 11:30am – 1:00pm
    Organizer:
    Ronda Wakefield
    Location:
    FVCC, Arts & Technology Building Room 139, 777 Grandview Dr., Kalispell, MT 59901
    ALSO VIA SATELLITE AT FVCC Libby Campus – 223 Commerce Way, Libby, MT 59923
    Price:
    Free to Members
    Event Type:
    Meeting
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    Program:            Responsibilities in Retirement Plans, Do you know your responsibilities?

    Presenter:          Chance Barrett and Kevin Bostock

    Program Description:  The presentation will cover the responsibilities and potential liabilities for your company's employer sponsored retirement plan. Specifically proper payroll administration, relationship to plan providers (i.e. TPA, Record Keeper, Financial Advisor, etc.) and documented plan administration. We'll take a deeper look into the common mistakes in these areas but more importantly the appropriate steps and habits that current successful retirement plans employ to not only meet the regulations but become a significant retention piece for their employees.