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Event Details

    Retirement Plan Success - Is Your Plan a Good Fit?

    Date: December 2, 2016, 7:30am – 9:30am
    The Downingtown Country Club
    93 Country Club Drive
    Downingtown, PA 19335
    Member $28/ Non-Member $45/In-transition or Student $15
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    Topic - Retirement Plan Success - Is Your Plan a Good Fit?
    HR professionals are often involved in the decision making process with regards to the company retirement plan.  This presentation will arm the HR professional with ideas and tools to address the issues they see every day working in this field.

    Lou McCraw will discuss the importance of a well-designed and competitive company-sponsored retirement plan.  Some of the areas he will focus on are employee education, calculating retirement savings numbers and strategies for reaching your goals.  He will also touch upon plan design options (Safe Harbor, Roth, auto-enrollment…etc.), criteria for benchmarking a plan, improving participation and what it means to be a fiduciary. 

    Gain a fresh perspective on how to effectively assess your own company’s plan and be empowered to take action if necessary. 

    Presenter - J. Louis McCraw, CFP, ChFC, MBA, CRPC: Lou McCraw has been advising business owners and individuals alike in financial well-being for over 30 years.  He has extensive experience working with company sponsored retirement plans and operated his own TPA firm from 1984 – 2013.  He is affiliated with Lincoln Financial Advisors Corporation and is recognized nationally as a top retirement plan advisor

    Approved for 1.25 SHRM PDCs



    Register Here

    Please note there will be a late fee applied at the door if not prepaid - Members:$35/Guest$50