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.