Congratulations! You are now in charge of your tribal organization’s retirement plan. Of course, you want to do the right things to run your plan, but you may need guidance to determine what the right things are. In the first in a series of three webinars about Tribal Retirement Plans, ABG Southwest Principal Dennis Davis will discuss the day-to-day issues that many plan sponsors face in the design and operation of their retirement plans – and, more importantly, how to tackle them.
- The role the plan sponsor plays in administering a retirement plan
- How to identify which federal rules apply to your plan(s) and when
- Tips for avoiding potential administrative pitfalls, such as:
- Missed enrollments
- Organization re-hires
- Employee transfers
- Contribution changes
- Employee loans
- And more!
This webinar qualifies for 1.0 CPE credit. All who register will also receive access to a recording of the webinar after the event, plus other helpful resource materials.
|What:||Tribal Retirement Plan Webinar #1 – Plan Sponsor Basics: Maintaining Your Organization’s Retirement Plan|
|When:||June 26, 2018 | 10:00 AM – 11:00 AM PDT|
|Cost:||There is no cost to register and attend this webinar|
|Register:||Click here to register|
|About the Presenter:||
Dennis Davis, SPHR, CEBS, CPC, AIF®
Alliance Benefit Group (ABG) Southwest
For more than a decade, Dennis has been an invaluable leader within REDW’s retirement plan administration team, and was instrumental in helping to establish ABG Southwest as an affiliate of REDW that is dedicated to providing third-party administration and recordkeeping services for retirement plans. As a Principal, he oversees all aspects of ABG Southwest, from operations and client experience, to business development.
Additional Webinars in the Series:
Click on each remaining webinar title below to register. Even if you are unable to attend the live session, those who register can watch the session later, on demand.
|July 31, 2018
10-11 am PT
|The Dynamics of Retirement Plans|
|August 14, 2018
10-11 am PT
|Preparing for an Audit of Your Retirement Plan|