• Lunch & Learn: Multiple Employer Retirement Plans

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    Name: Lunch & Learn: Multiple Employer Retirement Plans
    Date: November 12, 2019
    Time: 11:30 AM - 1:00 PM CST
    Registration: Register Now
    Event Description:

    CMMA 401(k) Multiple Employer Plan

    CMMA is exploring the idea of offering a multiple employer retirement plan, also known as a 401(k) MEP.  This type of retirement program could enable members to provide a powerful retirement plan to their employees, save money and reduce the amount of time spent with plan administration.  Please join us for a free session on November 12 to learn more about the value of these plans. 
     
    PROGRAM BENEFITS
    • No annual audit
    • Cost savings on the investments
    • No individual Form 5500 reporting
    • Minimal plan maintenance
    • Flexible plan features, including safe harbor, Roth, and profit sharing
    • Customizable 401(k) plan design options involving eligibility, matches, vesting schedules, and more
     
    HOW?
    A CMMA 401(k) Multiple Employer Plan, from a government reporting standpoint, would be treated like one large plan. The end result for you is a 401(k) plan with competitive investments, outstanding service, and someone else doing a majority of the plan maintenance legwork.
     
    STRENGTH IN NUMBERS
    With many members in our association, we have the potential to bring a large, powerful group to one unified plan. Those who utilize the CMMA 401(k) Multiple Employer Plan would have all the advantages and flexibility of a stand-alone plan sponsor, but avoid the expenses and administrative burden associated with sponsoring a single employer plan.

    Presenters:
    Kate Whitmore, Assistant Vice President Transamerica
    Scott Liggett, Director of ERISA Oversight from Qualified Plan Advisors    

    Hosted by: CMMA, Qualified Plan Advisors, Transamerica
    Location:
    riteSOFT 
    3717 23rd St South, Suite 102
    St. Cloud, MN  56301
    Date/Time Information:
    Tuesday, November 12
    11:30AM-1:00PM
    Fees/Admission:
    FREE-Members only event
    Limited Number of Attendees
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