Please join us for our September Luncheon!
Topics will include current approaches to cutting retirement plan costs: handling retirement plan missing participant, plan force-outs, un-cashed checks, stale dated checks, default IRAs, plan terminations, and more!
About Our Presenter:
Presented by Nancy Ramirez – Senior Account Manager at Millennium Trust
With years of experience in the financial industry, I’m able to provide clients with cost-saving insights that eliminates some of the stress and confusion. As an Account Manager, I serve as a reliable advisor to Retirement Plan Service Providers, plan sponsors, TPAs, and advisors at corporations, government entities, hospitals, universities and small businesses by:
- Cutting retirement plan costs and administrative burdens with our cost-effective automatic rollover IRA solutions.
- Helping identify missing or non-responsive plan participants to reunite them with their retirement funds.
I’m proud to work for a company that is a trusted partner to 1.2 million individual clients. We also work with major financial players like Fidelity, John Hancock, Empower, Wells Fargo, and Mass Mutual. Millennium Trust’s recognition in Crain’s Fast 50 and the Inc. 5000 reaffirms our position in the financial industry.
September Meeting: Cutting Retirement Plan Costs
Date: Friday, September 20th
Kirton & McConkie
36 South State Street, 19th Floor
Key Bank Tower
Salt Lake City, UT
(note: this is NOT the building with the Kirton McConkie name on the outside)
Members are free. Non-members are welcome, and the $25.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 5:00 p.m. on September 18, to ensure we have space available for you.
If you require any assistance, please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.
Western Pension & Benefits Council, Salt Lake Chapter
P.O. Box 11641, Salt Lake City, UT 84147
