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DTSTART:20191112T173000Z
DTEND:20191112T190000Z
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SUMMARY:Lunch & Learn: Multiple Employer Retirement Plans
DESCRIPTION:CMMA 401(k) Multiple Employer Plan\n\nCMMA 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.  \n\n \n\nPROGRAM BENEFITS\n\n  No annual audit\n\n  Cost savings on the investments\n\n  No individual Form 5500 reporting\n\n  Minimal plan maintenance\n\n  Flexible plan features\, including safe harbor\, Roth\, and profit sharing\n\n  Customizable 401(k) plan design options involving eligibility\, matches\, vesting schedules\, and more\n\n \n\nHOW?\n\nA 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.\n\n \n\nSTRENGTH IN NUMBERS\n\nWith 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.\n\n\n\nPresenters:\n\nKate Whitmore\, Assistant Vice President Transamerica\n\nScott Liggett\, Director of ERISA Oversight from Qualified Plan Advisors    \n\n\n\nHosted by: CMMA\, Qualified Plan Advisors\, Transamerica
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:18px\;"><strong><u><span style="color:#1B2727\;"><span style="font-family:calibri\,sans-serif\;"><img alt="" height="59" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9440/Image/CMMA-Logo-Color-Share.jpg" style="width: 200px\; height: 59px\;" width="200" /><br />\nCMMA 401(k) Multiple Employer Plan</span></span></u></strong></span><br />\n<span style="color:#1B2727\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">CMMA is exploring the idea</span></span></span><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;"> of <span style="color:#1B2727\;">offering a multiple employer retirement plan\, also known as a 401(k) MEP.&nbsp\; 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.&nbsp\; Please join us for a free session on November 12 to learn more about the value of these plans.&nbsp\; </span></span></span><br />\n&nbsp\;<br />\n<strong><span style="color:red\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">PROGRAM BENEFITS</span></span></span></strong><br />\n<span style="color:#1A2626\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">&bull\; No annual audit</span></span></span><br />\n<span style="color:#1A2626\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">&bull\; Cost savings on the investments</span></span></span><br />\n<span style="color:#1A2626\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">&bull\; No individual Form 5500 reporting</span></span></span><br />\n<span style="color:#1A2626\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">&bull\; Minimal plan maintenance</span></span></span><br />\n<span style="color:#1A2626\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">&bull\; Flexible plan features\, including safe harbor\, Roth\, and profit sharing</span></span></span><br />\n<span style="color:#1A2626\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">&bull\; Customizable 401(k) plan design options involving eligibility\, matches\, vesting schedules\, and more</span></span></span><br />\n&nbsp\;<br />\n<strong><span style="color:red\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">HOW?</span></span></span></strong><br />\n<span style="color:#1B2727\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">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.</span></span></span><br />\n&nbsp\;<br />\n<strong><span style="color:red\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">STRENGTH IN NUMBERS</span></span></span></strong><br />\n<span style="color:#1B2727\;"><span style="font-family:calibri\,sans-serif\;"><span style="font-size:10.5pt\;">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.</span></span></span><br />\n<br />\nPresenters:<br />\nKate Whitmore\, Assistant Vice President Transamerica<br />\nScott Liggett\, Director of ERISA Oversight from Qualified Plan Advisors&nbsp\;&nbsp\;&nbsp\;&nbsp\;<br />\n<br />\nHosted by: CMMA\, Qualified Plan Advisors\, Transamerica<br />\n<img alt="" height="92" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9440/Image/QualifiedPlanAdvisors2018.jpg" style="width: 300px\; height: 92px\;" width="300" />
LOCATION:riteSOFT 3717 23rd St South\, Suite 102 St. Cloud\, MN 56301
UID:e.9440.1170
SEQUENCE:3
DTSTAMP:20260411T141950Z
URL:http://midwestmanufacturers.memberzone.com/events/details/lunch-learn-multiple-employer-retirement-plans-1170
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