Enhancing Your Retirement Plan – Considerations for Joining Forces with Other Employers
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When: July 31, 2019
1:00 - 2:00 pm Eastern Time
Contact: Bruce Hoeker
(877) 303-8666

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This session is designed to help plan sponsors identify key strategies for improving access to, and quality of, retirement plan services for small and mid-sized employers. The focus of the discussion will be to examine design decisions to help employers reduce plan costs, simplify plan design, and reduce plan responsibilities and liabilities. We will look at considerations that may impact an organization’s decisions about how they may choose to partner with other employers in sponsoring a retirement plan.

Learning Objectives: Attendees will be able to:

  • Identify key characteristics that drive retirement plan costs;
  • Understand fundamental risks associated with offering a retirement plan and ways to mitigate those risks;
  • Recognize alternative plan structures that are available to plan sponsors in order to gain efficiency or share costs and risks; and
  • Identify basic differences between a Multiple Employer Plan and a Consortium, and how those differences may apply to their institution.

Presented By:

Richard Turner and Joseph Kendy, AIG Retirement Services

CPE Credits

ABACC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarketing.org.

Delivery Method: Group-Internet-Based
Prerequisites: None
Program Level: Basic
Preparation: None
CPE Credits: 1.0
Field of Study: Management Services
Complaint Resolution Policy


Free for Members
$15 CPE credit processing fee (if required)