Multiple Employer Plans: Setting up a Low-Cost 401K to Aid in Employee Recruitment and Retention
Includes a Live Event on 03/02/2021 at 10:00 AM (EST)
Many small businesses are looking for ways to save money and offer valuable retirement benefits with fewer resources in the current environment. New legislation and regulations allow for multiple employer 401K plans that result in cost savings to small business. This FREE webinar will feature updates on the federal SECURE Act, how small businesses can shift administrative and record-keeping responsibility, and reduce risk to their business.
This FREE webinar will be recorded and available on-demand shortly after the live webinar.
Jane Hagen AIF, C(k)P, QPFC
Senior Vice President, Director of Retirement Plans & Senior Relationship Manager - Tri-Star Trust Bank
Jane Hagen, Senior Vice President, serves as the Director of Retirement Plans & Senior Relationship Manager. She brings over 28 years experience in banking and trust/investments. Jane is one of the original team members of Tri-Star and is proud to have built the Employee Benefits Program from the ground up. She has earned several certifications with an emphasis on employee benefits including: Certified 401(k) Professional (C(k)P ®), Accredited Investment Fiduciary (AIF®), and Qualified Plan Financial Consultant (QPFC). Hagen is a member of the American Society of Pension Professional & Actuaries, having received her Retirement Plan Fundamentals I & II and Plan Consultant I certificates among numerous other credentials.
Regional Vice President - Newport Retirement Services
Dale Essenmacher is a Regional Vice President at Newport Retirement Services. In his 21+ years at Newport, Dale has lead teams in sales, product development as well as training. Dale’s current primary role is assisting employers in offering a competitive, cost-effective retirement benefit for their employees. Dale has presented at many industry conference as an expert in plan design, fiduciary knowledge as well as product development. He is a graduate with a BA degree in Finance from Oakland University in Rochester, MI.