Small Business Education Series 5/11/16
Date and Time
Wednesday May 11, 2016
7:30 AM - 8:30 AM CDT
May 11, 2016
7:30 am
Location
Siouxland Chamber of Commerce
101 Pierce Street
Sioux City, IA
Fees/Admission
Free for members of the Siouxland Chamber of Commerce
Description
Putting the 401(k) Puzzle Together
Dick Billings and Michael Billings
Billings & Company
You own a business, but do you have a retirement plan? You have a 401(k) plan, but what your fiduciary requirements as an employer?
Michael Billings and Dick Billings from Billings and Company will help you put the pieces together to understand the retirement puzzle. Topics will include:
Have you ever wondered what the differences are in a SIMPLE, Profit Sharing, 401(k) and Cash Balance Plan?
What are the tax advantages to employers and participants in having a retirement plan?
Five tips to identify your fiduciary responsibilities in the retirement plan.
A 401(k) plan may have up to eight participant notices required in a year. Does your 401(k) plan have two or eight?
Why do you (or do not) have QDIA (Qualified Default Investment Alternative) in your 401k plan?
Billings and Company, Inc., began as an aspiration of R.L. “Dick” Billings in 1984 to specialize in “qualified” retirement plans when, at the time, there was very little flexibility available to plan sponsors. Married with two young children and another soon on the way, Billings started what was then known as R.L. Billings & Co., with 30 clients and little money in the bank.
The Small Business Education Series, is a peer-to-peer information exchange presented by the Siouxland Chamber of Commerce. Join us each month as a local subject matter expert will share their expertise and experience on timely, focused topics important to small business owners. Whether it's accounting, HR, legal, banking & finance, marketing, or management the Small Business Education Series will give you the tools and knowledge you need to more effectively run your small business.
Not a member? If you're a business large or small in the Siouxland area you should be! Join Now to enjoy all of the benefits only a Siouxland Chamber membership can offer.
The Small Business Education Series is a free service for members of the Siouxland Chamber of Commerce.
