A discussion of the importance of offering a 401(k) plan for your employees, as well as the responsibilities you have when sponsoring a 401(k) plan.

Special Guest Presenters:

Lonnie Brink, Edward Jones Financial Advisor  (AGC NM Affiliate Member)

Brian Jackson, Transamerica Regional Vice President
 

Schedule:
9:00 AM – Companies without a plan

• What is the best plan type for my company – SEP IRA, SIMPLE IRA, 401(k)?
• Understanding the tax benefits and costs of starting a 401(k) plan (tax benefits can offset the cost of the plan!)
• Recruit and retain talent

12:00 PM – Companies with a plan

• Understand your fiduciary liabilities as a plan sponsor
• When was the last time you benchmarked your plan costs?
• When was the last time you benchmarked your fund performance?
• When was the last time you had employee education?
• Understand the value of a Third Party Administrator 
• How do Davis Bacon contributions work with a 401(k)?

Join us for one or both sessions.  Breakfast and Lunch will be provided.  This is a member benefit so it is a free event for all AGC New Mexico members.