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How to Get Positive Outcomes from Your Organization's 401(k) Plan

  • May 21, 2019
  • 8:30 AM - 9:30 AM
  • MState (A117-A119, inside W1 doors)
  • 24

Registration

  • Members & Student Members Only

Registration is closed

How to Get Positive Outcomes From Your Organization's 401(k) Plan


  May 21, 2019

8:30 AM to 9:30 AM 

at MState - Rooms A115/A121 (West lot - door W1)
      
1900 28th Ave S
    Moorhead, MN 56560

A parking pass will not be needed for this event.

Registration will be capped at 70 attendees and will close when capacity is reached. 


To Register: How to Get Positive Outcomes from Your Organization's 401(k) Plan


Program Summary 


This presentation will provide detailed information on how to effectively administer a company sponsored retirement plan (401(k), 403(b) etc).   Topics that will be discussed are fiduciary responsibility, plan design strategies, administration and cost structure.  Attendees will take away a better understanding of the components of a 401(k) plan and tips on how to get as much participation as possible in this critically important benefit.

 

Learning Objectives

 

This will cover the following topics:

1.   Tips on how to get better engagement/participation in the 401(k) Plan

2.       Better understanding the Fiduciary responsibility of the organization

3.       Better understanding of 401(k) plan cost

4.       How to evaluate your current 401(k) Plan


      

About the Speakers:

   

Tom Burkhart; Retirement Plan Consultant with Mutual of America

Tom Burkhart has over 20 years of experience in the Financial Services industry.  At Mutual of America, Tom and his team provide a full service, bundled Retirement Plan to organizations of all sizes.    Tom and his team work directly with their clients and Retirement Plans in all they do.

 

Credit

  • Approved: 1.0 SHRM credit
  • Pending: 1.0 HRCI credit

Menu

Light breakfast will be provided. 

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