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
Note: Please feel free to share this recording with any person who may benefit from our continuing education. This specific webinar is retirement plan sponsors only — this group often includes CEOs, Owners, CFOs, Controllers, Presidents, HR Leaders, Benefits Specialists, and more.