5/22/19: CLA Webinar: Running a Successful Retirement Plan

Monday, May 20, 2019 11:59 AM | Anonymous


Running a Successful Retirement Plan: Handling Disbursements

Wednesday, May 22
2 – 3 p.m. CT
1 credit Finance

RSVP for This Event

Regardless of your organization’s size and industry, your retirement plan needs continuous oversight to ensure it operates effectively and has the appropriate safeguards in place to prevent issues that often result in costly corrections.

Join us for our complimentary webinar covering case studies and best practices for the operation of a successful retirement plan. We’ll explore common operational oversights, including enrollment and participant deferrals, and automatic enrollment and escalation processes.

At the end of these sessions, you will be able to:

  • Manage retirement plan withdrawals, including different types of distributions and loans
  • Review plan withdrawals; and monitor the calculations and reporting completed by the service providers

Who should attend
This session is designed for anyone involved in the administration or oversight of qualified retirement plans and those serving in a fiduciary role.


2 – 3 p.m. — CT – Webinar

Please register by May 21, 2019.

Contact Reshma McHale at reshma.mchale@CLAconnect.com or 414-721-7540.

See the event web page for more information.