Event Details
May SHRM Chapter Meeting - Responsibilities & Liabilities in a Retirement Plan
| Date: | May 11, 2017, 11:30am – 1:00pm |
| Location: | Paris Gibson Square Museum of Art - Café 1400 1st Avenue North Great Falls, MT 59401 |
| Price: | $30 |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
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.
