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ABC Retirement & Savings Plan 401(k) Seminar for Members 7/16
July 16 @ 8:30 am - 9:30 am
Free
ABC RETIREMENT & SAVINGS PLAN 401(K) SEMINAR FOR MEMBERS
Tuesday, July 16, 2024 | 8:30AM – 9:30AM | Virtual
We have some GREAT news to share! The same 401(k) plan that has been offered to our ABC chapters and employees is now available to our members. Our multiple employer plan provides many advantages to our members including the following:
• Outsourcing: Participating employers transfer their plan management, compliance, and fiduciary responsibilities to our team of qualified and experienced professionals.
• Productivity: As a participating employer, your staff can focus on what’s most important – your business. This saves your company time and money by eliminating administrative duties and responsibilities.
• Benefit flexibility: You may customize the plan provisions to meet your company’s needs.
• Savings: In addition to lower administration and recordkeeping fees, employers currently sponsoring a plan that requires a financial audit will experience tremendous savings.
• Get started: If your company does not have a retirement plan, there are tax credits now available that will cover the administration costs up to 100% capped at $5,000 annually for the first three years. Our 401(k) plan professionals can provide more details.
The ABC Retirement & Savings Plan delivers an exceptional value and deserves your consideration. No matter how big or small your company is, joining our plan is a smart business decision. Our professionals are happy to provide you with more information including a proposal or comparative analysis.
Please register all members who would like to attend to ensure all appropriate parties receive the GoTo Meeting link.
We are holding two sessions of this webinar. The second session will be held July 24 at 4:00PM. Both sessions cover the same information so choose the date/time that best fits your schedule.
Download informational flyer
SPEAKERS
Patrick Toohers, CFP®, QPFC, Relationship Manager, Blueprint Financial Group
Patrick Toohers joined Blueprint Financial Group in 2023. Patrick’s diverse background in the financial services industry includes a range of experience providing individuals and families, many of whom are business owners, comprehensive, highly customized wealth management, and financial planning solutions. Patrick graduated from James Madison University with a degree in Economics and played on the Division I Baseball Team. Patrick earned the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. In addition to the CFP® certification, he holds the Qualified Plan Financial Consultant (QPFC) designation, Series 6, 7, 63, 65, and Life, Annuities, and Health Insurance licenses.
LOCATION
Virtual
A GoTo Meeting link will be sent to all registered attendees the day before the seminar
COST (Members Only)
Free
Questions?
Contact Kristen Altermatt