Tag Archive | Cindy Dwyer

Webinar on 9/11: PPA Plan Restatement – Emerging Opportunities for Pre-Approved Plans

The plan document restatement process is in full force. With it comes plan design opportunities, but plan sponsors also need to be wary of potential pitfalls. Taking an interactive approach, this webinar will discuss the types of pre-approved documents plan sponsors may use as well as some options to consider adding to the plan. Some […]

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Webinar on 8/27: PPA Plan Restatement – Emerging Opportunities for Pre-Approved Plans

The plan document restatement process is in full force. With it comes plan design opportunities, but plan sponsors also need to be wary of potential pitfalls. Taking an interactive approach, this webinar will discuss the types of pre-approved documents plan sponsors may use as well as some options to consider adding to the plan. Some […]

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Webinar on 12/17: Terms and Inherent Risks of Retirement Plan Investments

Investment options are one of the most pressing issues affecting retirement plan sponsors and fiduciaries. When selecting investment options, Employee Retirement Income Security Act (ERISA) requires that plan fiduciaries focus on asset allocation and diversification to provide a suitable and broad range of alternatives for participants. This webinar will focus on the terms and conditions, […]

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Webinar on 12/9: Terms and Inherent Risks of Retirement Plan Investments

Investment options are one of the most pressing issues affecting retirement plan sponsors and fiduciaries. When selecting investment options, Employee Retirement Income Security Act (ERISA) requires that plan fiduciaries focus on asset allocation and diversification to provide a suitable and broad range of alternatives for participants. This webinar will focus on the terms and conditions, […]

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Common Errors in Qualified Retirement Plans – Webinar on Aug. 28

Join us for this webcast on Thursday, Aug. 28, as we focus on the common operational and document failures for qualified retirement plans, including 401(k), 403(b), profit sharing and defined benefit pension plans, and provide practical solutions and alternatives for correcting those mistakes. Our presenters from Mayer Hoffman McCann and Husch Blackwell will also discuss the […]

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Are your Company’s Qualified Retirement Plans in Order?

Join us for this webcast on Tuesday, Aug. 19, as we focus on the common operational and document failures for qualified retirement plans, including 401(k), 403(b), profit sharing and defined benefit pension plans, and provide practical solutions and alternatives for correcting those mistakes. Our presenters from Mayer Hoffman McCann and Husch Blackwell will also discuss the […]

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Webinar on May 20: Is an ESOP Right for Your Company?

Case Studies and Factors to Consider in Succession Planning  More companies are starting to look at employee stock ownership plans (ESOP) as a transition strategy as well as a way to broaden ownership and further incentivize top management. This webinar will explain the main financial and tax advantages, ERISA requirements and potential disadvantages of ESOPs, including […]

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