How To...Provide Retirement Benefits To Your Employees (04/13/2021)

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One important consideration in managing your small or mid-size law firm is how you can provide optimal retirement benefits to your employees. As a result of recent legislation passed under the SECURE Act, plan sponsors now have the ability to participate in a Pooled Employer Plan (PEP) structure.  The intent of Pooled Employer Plans is to help organizations, especially small and midsize employers, offer low-cost retirement plans to their workers with fewer compliance burdens than stand-alone defined contribution plans.  In this seminar you will learn more information about whether this type of plan is appropriate your law firm through an overview of:

 Pooled Employer Structures 
 Plan Sponsor Responsibilities 
 Provider Responsibilities 
 Outsourcing capabilities 
 Benefits to Plan Sponsors

Speaker: L. Rita Fiumara, CIMA®, CRPS®. Rita is a Senior Vice President and a Senior Institutional Retirement Consultant with UBS since 1996. Rita has dedicated her career to equipping Plan Sponsors with best practices in meeting their Fiduciary responsibilities. Her focus integrates plan design consulting with employee education in building effective communication programs in order to increase overall plan participation. Rita serves as a Partner to her clients and advocate in assisting them in maintaining the Most competitive cost structures, formalization of investment committee meetings and decisions, and overall holistic management of all regulatory requirements.

Sponsored by: UBS Financial Services, Inc.

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live. 


7 Questions
Claim MCLE Credit (live webcast, - 0.50 PR Credit)
Up to 0.50 CLE credits available  |  Certificate available
Up to 0.50 CLE credits available  |  Certificate available