Reviewing Your 401K Options
Recorded On: 09/29/2020
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, 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.