Thanks for joining us at the September Chapter Meeting!
Featured Presentation: Your 401(k): Practical Strategies for Stronger Plans and Smarter Retirement
Presenting Partner: First Business Bank
New Board President: Joe Clary
At our programming kick-off event, we implemented a new opportunity to connect through ice breaker table topics. Following open networking, attendees were able to introduce themselves and have a brief discussion on the prompted question of the month. We look forward to continuing this initiative at future chapter meetings!
.png.aspx?lang=en-US)
Gary Fossum, SVP of Company Retirement Plans at First Business Bank, provided practical and executive-level perspective on optimizing your company’s 401(k) plan while strengthening retirement outcomes for both you and your employees. The program focused on the intersection of plan design, compliance testing, and strategic planning, giving attendees the tools to evaluate and enhance their current retirement plan structures. Gary also shared new trends in retirement plan design as well as the impact that recent tax law changes may have on your company retirement plan.
Click here to view the presentation
Pictured below: Strategic Parnters Melissa Fellows and Wade Hanna with Featured Speaker, Gary Fossum
