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Retirement Plans: Implementing 401(k), SIMPLE, SEP, Section 125, and Fringes (Green Bay)

Lisa Van Beek of Schenck Retirement Plan Solutions will highlight the ideal size employers for Safe Harbor 401(k) plans, SIMPLE, and SEP plans, and will discuss the differences among them. There are advantages and disadvantages to each of these types of plans.


Chris McGurk, a tax manager with Schenck Business Solutions, will discuss the following common types of consumer-driven health care:

 

  • Cafeteria Plans
  • Medical Expense Reimbursement Plans (MERP)
  • Health Reimbursement Arrangements (HRAs)
  • Archer Medical Savings Accounts (Archer MSAs)
  • Health Savings Accounts (HSAs)

Join us to learn more about the retirement and health care options available for you and your employees.

Dates & Locations:
This workshop will be held from 8:00 a.m. to 9:30 a.m. Registration will begin at 7:30 a.m. There is no cost to attend.

October 14
Holiday Inn City Centre

200 Main Street, Green Bay

If you have questions about this event, please contact Kim Smurawa at 920-455-4239.