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Event Details

    May SHRM Chapter Meeting - Responsibilities & Liabilities in a Retirement Plan

    Date: May 11, 2017, 11:30am – 1:00pm
    Paris Gibson Square Museum of Art - Café
    1400 1st Avenue North Great Falls, MT 59401
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    Our presenter is Adam Blackwell from Edward Jones.  Adam is a Great Falls native and has been a Financial Advisor for the last 5 years.  Prior to that, he worked in banking and loans.  He is a board member of CASA Can and Great Falls Public Library Foundation.

    He will be presenting on “Responsibilities and Liabilities in a Retirement Plan.” 

    He will include information on:

    • basic information for contributions and matching funds
    • Plan Sponsor
    • Record Keeper
    • Broker of Record/Financial Representative
    • Third Party Administrator
    • Plan Oversight
    • The IRS Top 10 Errors
    • How to protect yourself
    • Know your responsibilities

    Questions are welcome as this will be an interactive presentation.