• Lunch and Learn: Get More From Your Plan... Tax Exempt Trends and Best Practices for Non-Profit Retirement Plan Administrators

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    Name: Lunch and Learn: Get More From Your Plan... Tax Exempt Trends and Best Practices for Non-Profit Retirement Plan Administrators
    Date: September 28, 2017
    Time: 11:30 AM - 1:00 PM CDT
    Event Description:
    Please join us for lunch and a short informative presentation on fiduciary roles and responsibilities as a non-profit retirement plan administrator.

    Top Five Things We Will Cover:
    - Understanding your role as a fiduciary
    - Establishing an annual fiduciary process
    - An annual calendar & fiduciary checklist
    - Establishing a communication & education plan

    Hosted by:
    Paula Porsch Wealth Management
    Paula D. Porsch CPA, CRPC, CDFA
    pporsch@paulaporsch.com

    800 W. 47th Street, Suite 625
    Kansas City, MO 64112

    Guest Speaker:
    Brad Holterhaus from Principal Retirement and Income Solutions
    Location:
    Seasons 52
    340 Ward Parkway
    Kansas City, MO 64112
    Date/Time Information:
    September 28, 2017
    11:30am - 1:00pm
    Contact Information:
    Space is limited so please RSVP with Linda McCaffrey at (816) 221-1606 or lmccaffrey@paulaporsch.com
    Fees/Admission:
    Free!
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