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Structuring & Maximizing Your Association’s Retirement Plan:
An in-depth look at best practices and association industry benchmarks
Recorded on August 20, 2015

Good retirement plans are a win-win benefit. They have the potential to help employees build a brighter future, and they can help your association enjoy significant tax advantages. Not to mention they provide an edge with recruitment and retention that boosts productivity and cuts turnover costs.

Just because they are so advantageous does not mean they are simple to set up. To make it work for you association, you must know what’s proving most successful for associations similar to yours. Then, you need to benchmark your own plan against trends and market intelligence to come up with a program that’s 100% relevant.

Now, two leading experts on association retirement plans show you how to break through all the barriers to create a plan that really works for your employees and mission.

REGISTER NOW      WHAT YOU'LL LEARN    MEET YOUR TRAINERS     WHO SHOULD ATTEND     

Good retirement plans are a win-win benefit. They have the potential to help employees build a brighter future, and they can help your association enjoy significant tax advantages. Not to mention they provide an edge with recruitment and retention that boosts productivity and cuts turnover costs.

Just because they are so advantageous does not mean they are simple to set up. To make it work for you association, you must know what’s proving most successful for associations similar to yours. Then, you need to benchmark your own plan against trends and market intelligence to come up with a program that’s 100% relevant.

Now, two leading experts on association retirement plans show you how to break through all the barriers to create a plan that really works for your employees and mission.

Register now for Structuring & Maximizing Your Association’s Retirement Plan: Benchmarking Your Association’s Retirement Plan.

In this 90-minute webinar, two experts from Principal Financial Group show you how to make your retirement plan the best it can be—for employees and for your organization. You’ll learn how to benchmark your existing plan against trends and today’s best association-specific best practices. Then, you’ll discover simple changes in plan design that could make a major difference in helping participants prepare for a better retirement while your association enjoys better bottom-line advantages from the plan.

Eliminate the costly guesswork.  Step-by-step, you’ll learn how to refine (or create) your retirement plan so it becomes a “best fit” for your unique association. From identifying current gaps in your program, to putting effective new features in place, you’ll learn how to drive advantages with taxes, recruitment and productivity while helping employees retire well—and on time. Plus, you’ll have the chance to ask your own questions during the Q&A portion of the webinar. 

Reserve your space now to learn practical ways to evaluate and improve the effectiveness of your retirement plan, including how to: 

  • Evaluate your retirement plan to determine the income replacement ratio
  • Determine whether you have the most effective plan design features in place
  • Implement plan design changes to help your employees retire on time
  • Leverage market intelligence and trends to benchmark your association’s retirement plan against your peers
  • Use the Principal Financial Group’s Web-Based Benchmarking Tool to identify gaps in your current retirement program
  • Apply industry best-practices to make your retirement program as good as it can be.

Remember, by benchmarking against information that’s relevant to the association community, you can create a retirement plan that does more to improve participants’ futures—while contributing more to your organization’s productivity, tax advantages and power to recruit and retain great employees.

Register now for Structuring & Maximizing Your Association’s Retirement Plan: Benchmarking Your Association’s Retirement Plan

Meet Your Webinar Leaders
Brian K. Walker is Vice President, National Director - Business Development for Principal Financial Group where he is responsible for leading and directing the National Business Development Team, consisting of 14 Directors of Business Development. The Business Development Team provides marketing, business development and business growth tools and ideas to financial professionals within Principal’s key distribution partner.  Additionally, Brian also oversees 5 Channel Specialists who focus specifically on Principal’s Defined Benefit, Tax Exempt, and TPA markets.

Brad Holterhaus is Director of Business Development – Tax Exempt with Principal Financial Group.  Brad provides marketing, business development, and business growth tools and ideas to financial professionals within Principal’s Tax Exempt market. He graduated from the University of Northern Iowa with a B.A. Degree in Marketing in 1988.  Brad has 26 years’ experience in the industry.  He is a NASD Registered Representative of Princor Financial Services, a member of the Principal Financial Group® - Series 6 and 7.  Brad is a Fellow of the Life Management Institute (FLMI) and an Accredited Pension Administrator (APA) with the National Institute of Pension Administrators (NIPA).

Who Will Benefit
This webinar is of value to membership and trade associations and association HR management and consulting companies. Attendees who will benefit the most include:

  • Executive Directors
  • CFOs
  • Association HR Managers and Staff
  • Association Finance Staff
  • Association HR Consultants

Don't wait, register now!

Have a question? Vist our FAQ page here

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$215.00 Structuring & Maximizing Your Association's Retirement Plan:(08/20/15) OnDemand Recording

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