Retirement Plan Design Considerations To Help Your Organization Recruit & Retain Employees, May '26

Our advisor, Jenna Witherbee, presents “Retirement Plan Design Considerations to Help Your Organization Recruit and Retain Employees” in this 30-minute webinar that highlights examples from our own clients.

Our clients that are included to illustrate positive impact from strategic plan design decisions are MAHUBE-OTWA Community Action Partnership, Inc., Twin Cities Habitat for Humanity, McGough Construction, Neon One, Ascension Point, and Minnesota Society of CPAs (MNCPA).

The six plan design features included in this presentation are:

1. Automatic Enrollment
2. Automatic Escalation
3. Pre-Tax, Roth, and After-Tax Contributions
4. Eligibility / Dual Eligibility and Vesting
5. Employer Match and / or Profit Sharing
6. Distributions

Видео Retirement Plan Design Considerations To Help Your Organization Recruit & Retain Employees, May '26 канала 401k Plan Professionals