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DTSTART:20210415T160000Z
DTEND:20210415T170000Z
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SUMMARY:CMMA 401(k) Plan Introduction
DESCRIPTION:CMMA is proud to introduce a new member benefit!\n\nCMMA 401(k) Retirement Plan\n\n \n\nThe new CMMA 401(k) Retirement Plan affords members the opportunity to provide a powerful retirement plan for employees\, save money\, and spend less time on plan administration. Structured as a Multiple Employer Plan (MEP)\, CMMA partnered with Clint Nelson\, Qualified Plan Advisors\, to offer this new member benefit. \n\n \n\nBENEFITS TO YOUR COMPANY\n\n No annual audit\n\n Cost savings on the investments\n\n No individual Form 5500 reporting\n\n Minimal plan maintenance\n\n Flexible plan features\, including safe harbor\, Roth\, and profit-sharing\n\n Customizable 401(k) plan design options involving eligibility\, matches\, vesting schedules\, more\n\n \n\nHOW?\n\nThe CMMA 401(k) Retirement Plan\, from a government reporting standpoint\, is treated like one large plan. The end result for you is a 401(k) plan with competitive investments\, outstanding service\, and someone else doing a majority of the plan maintenance legwork.\n\n \n\nSTRENGTH IN NUMBERS\n\nWhen you utilize the CMMA 401(k) Retirement Plan\, you have all the advantages and flexibility of a stand-alone plan sponsor\, but avoid the expenses and administrative burden associated with sponsoring a single employer plan.\n\n \n\nLET US HANDLE THE PAPERWORK FOR YOU\n\nBy participating in the CMMA 401(k) Retirement Plan\, virtually all administrative tasks can be offloaded.\n\nTasks that can be shifted include:\n\n Administrative responsibilities\n\n Employee eligibility tracking\n\n Distribution processing\n\n Plan compliance\n\n Nondiscrimination testing\n\n Annual reporting\n\n Participant enrollment/education\n\n \n\nThe result? More time for you to focus on running your business!\n\n \n\nThis FREE webinar will be repeated FOUR times:\n\nChoose the date/time that works for you.\n\n9:00 am on April 6 \n\n11:00 am on April 15 \n\n9:00 am on May 4\n\n11:00 am on May 6\n\n \n\nContact\n\nClint Nelson\, CFP \, AIF Qualified Plan Advisors\n\nFinancial Planner / Retirement Plan Advisor \n\ncnelson@qualifiedplanadvisors.com\n\n952.767.3021\n\n \n\nBefore adopting any plan\, you should carefully consider all of the benefits\, risks\, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex\, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition\, some products\, investment vehicles\, and services may not be available or appropriate in all workplace savings plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.\n\n \n\nSecurities offered through Transamerica Investors Securities Corporation (TISC)\, member FINRA\, 440 Mamaroneck Avenue\, Harrison\, NY 10528.\n\n \n\nAll Transamerica companies identified are affiliated\, but are not affiliated with Qualified Plan Advisors.\n\n109926 R3 001G000001kxL3tIAE\n\n \n\n 2020 Transamerica Retirement Solutions\, LLC 03/20\n\n \n\n012621002 MKS
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\nCMMA is proud to introduce a new member benefit!
\nCMMA 401(k) Retirement Plan
\n \;
\nThe new CMMA 401(k) Retirement Plan affords members the opportunity to provide a powerful retirement plan for employees\, save money\, and spend less time on plan administration. \; Structured as a Multiple Employer Plan (MEP)\, CMMA partnered with Clint Nelson\, Qualified Plan Advisors\, to offer this new member benefit. \; \; \;
\n \;
\nBENEFITS TO YOUR COMPANY
\n&bull\; \; \; \; \; \; \; No annual audit
\n&bull\; \; \; \; \; \; \; Cost savings on the investments
\n&bull\; \; \; \; \; \; \; No individual Form 5500 reporting
\n&bull\; \; \; \; \; \; \; Minimal plan maintenance
\n&bull\; \; \; \; \; \; \; Flexible plan features\, including safe harbor\, Roth\, and profit-sharing
\n&bull\; \; \; \; \; \; \; Customizable 401(k) plan design options involving eligibility\, matches\, vesting schedules\, more
\n \;
\nHOW?
\nThe CMMA 401(k) Retirement Plan\, from a government reporting standpoint\, is treated like one large plan. The end result for you is a 401(k) plan with competitive investments\, outstanding service\, and someone else doing a majority of the plan maintenance legwork.
\n \;
\nSTRENGTH IN NUMBERS
\nWhen you utilize the CMMA 401(k) Retirement Plan\, you have all the advantages and flexibility of a stand-alone plan sponsor\, but avoid the expenses and administrative burden associated with sponsoring a single employer plan.
\n \;
\nLET US HANDLE THE PAPERWORK FOR YOU
\nBy participating in the CMMA 401(k) Retirement Plan\, virtually all administrative tasks can be offloaded.
\nTasks that can be shifted include:
\n&bull\; \; \; \; \; \; Administrative responsibilities
\n&bull\; \; \; \; \; \; Employee eligibility tracking
\n&bull\; \; \; \; \; \; Distribution processing
\n&bull\; \; \; \; \; \; Plan compliance
\n&bull\; \; \; \; \; \; Nondiscrimination testing
\n&bull\; \; \; \; \; \; Annual reporting
\n&bull\; \; \; \; \; \; Participant enrollment/education
\n \;
\nThe result? \; More time for you to focus on running your business!
\n \;
\nThis FREE webinar will be repeated FOUR times:
\nChoose the date/time that works for you.
\n9:00 am on April 6 \;
\n11:00 am on April 15 \;
\n9:00 am on May 4
\n11:00 am on May 6
\n \;
\nContact
\nClint Nelson\, CFP®\;\, AIF®\; Qualified Plan Advisors
\nFinancial Planner / Retirement Plan Advisor
\ncnelson@qualifiedplanadvisors.com
\n952.767.3021
\n \;
\nBefore adopting any plan\, you should carefully consider all of the benefits\, risks\, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex\, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition\, some products\, investment vehicles\, and services may not be available or appropriate in all workplace savings plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.
\n \;
\nSecurities offered through Transamerica Investors Securities Corporation (TISC)\, member FINRA\, 440 Mamaroneck Avenue\, Harrison\, NY 10528.
\n \;
\nAll Transamerica companies identified are affiliated\, but are not affiliated with Qualified Plan Advisors.
\n109926 R3 001G000001kxL3tIAE
\n \;
\n©\; 2020 Transamerica Retirement Solutions\, LLC \; \; \; \; \; \; \; \; \; \; \; 03/20
\n \;
\n012621002 MKS
LOCATION:
UID:e.9440.1331
SEQUENCE:3
DTSTAMP:20240329T074545Z
URL:https://cmma.midwestmanufacturers.com/events/details/cmma-401-k-plan-introduction-1331
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