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Please join us Thursday, January 12th 2023 for our annual Retirement Planning Considerations Webinar.
Our advisor, Jenna Witherbee, will walk you through:
Ways to Save and New Limits
Notable 2023 Deadlines
Pre-Tax vs Roth Contributions
Getting Back on Track
Listen and follow-along with this 15 minute webinar from April 2019.
For this webinar we had our first guest host, Carolee Lindsey, CPA of Weber & Deegan.
Ms. Lindsey walks through employee benefit financial statement audits and what you, as a plan sponsor or member of plan management, are responsible for. Fiduciary responsibilities and understanding what yours is as it pertains to your plan are key to this process.
These audits are required by ERISA and hiring a qualified, properly educated Employee Benefit Plan auditor should be at the top of your to do list if your organization has a retirement benefit for your employees. Both the IRS and Department of Labor (DOL) are involved as well.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://www.youtube.com/watch?v=dUZo63bkwuQ
A 401k is an employer-sponsored retirement savings plan. It is the most popular way for people in America to save for retirement. This savings vehicle is a way for individuals to save for retirement directly from their paycheck. Employers may put in some of their own money with a profit share or a match contribution, but it is not required.
Follow along with Jenna Witherbee of 401k Plan Professionals as she explains & simplifies the employer-sponsored retirement vehicle known as a 401k. This video is 1 minute in duration.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/XdlktT5oM9I
Jessica Ballin of 401k Plan Professionals is the newest member of the Retirement Advisor Council. Mrs. Ballin serves a 2 year term with the council where she will continue her work as an advocate for holistic financial & retirement education for both plan participants and plan sponsors.
Every other month, using a webinar format, 401(k) Plan Professionals shares advice & education on financial wellness topics to help bridge the gap on retirement readiness and overall financial understanding.
We are excited to announce that our second webinar of 2019 will be Thursday, April 4, 2019 at 10:00 am Central. We have a guest presenter this month. Carolee Lindsey of Weber & Deegan will host this 15 minute event to discuss retirement plan audits and what you as a plan sponsor need to know.
Our webinars are open to all. Please be sure to add the event to your calendar using the button below.
We look forward to speaking with you soon,
401k Plan Professionals Team
Please join our meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/856274573
You can also dial in using your phone.
United States: 1 (872) 240-3412
Access Code: 856-274-573
First GoToMeeting? Let's do a quick system check: https://link.gotomeeting.com/system-check
Listen and follow-along with this 14 minute webinar from February 2019, hosted by Jenna Witherbee, to learn about the following 2019 Retirement Planning Considerations:
1. Ways to save & new limits
2. Notable deadlines
3. Pre-tax vs. Roth contributions
4. Asset allocation and rebalancing
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/jz5joyPKdVc
Certain criteria must be met for your 401(k) Plan to be considered Safe Harbor. Follow along with Jenna Witherbee of 401k Plan Professionals as she explains & simplifies discrimination testing and how it pertains to a Safe Harbor plan option for retirement plan sponsors. This video is about 4 minutes in duration.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/XdlktT5oM9I
Kelly Pannek joined our team at 401k Plan Professionals in 2015. Since day one, she has played an important role in our client’s experience through her willingness to help and deliver on any task.
We are continuously impressed by her unique ability to balance her education, her role with our team, and the demands of her collegiate and olympic hockey careers. Kelly has helped lead both the University of Minnesota Gophers Women’s Hockey team to multiple national titles and Team USA Women’s Hockey to their Gold Medal win at the 2018 PyeongChang Winter Olympics.
On or off the ice, Kelly's presence, personality & leadership are easy to feel. 401k Plan Professionals celebrates our outstanding team member, Ms. Pannek, today and every day.
See the article below published by the Star Tribune to learn more:
What is the difference between a Roth & Traditional 401k? We get this question all the time. The main difference is whether you pay taxes now (Roth) or when you withdraw the money (pre-tax/traditional). Jenna Witherbee explains in more detail. This video is 2 minutes in duration.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/Bl7rGK26kv4
Listen and follow-along with this 10 minute webinar from November 2018, hosted by Jenna Witherbee, to learn about investing fundamentals during market volatility.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/UUY3BTb02bo
Phone: (952) 835-4485
Address: 7400 Metro Boulevard Suite #213 Edina, MN 55439
Email: jessica@401kplanprofessionals.com
Securities offered through LPL Financial, member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners (GRP), a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, GA, IA, IL, IN, KY, MA, MN, NC, ND, NV, NY, OH, OR, PA, TX, WA, WI and WV.
