Innovative Retirement Plan Design for Maximum Results (Webinar)

Watch Recorded Webinar (Available Below)

Date: Tuesday, March 22, 2016
Time: 2:00 pm - 3:00 pm (ET)

Retirement plans represent a large expense that employers incur to attract, retain, and motivate employees. Designing an effective retirement program means not only developing a plan that assists employees, but also addresses your organization's business needs. 

The maturity of your credit union, the demographics of your workforce, the level of competition you face, and your credit union’s cost and benefit objectives all influence the decision as to which retirement plans make the most sense for an organization.

This webinar will review key trends including:

  • Providing additional benefits to certain employees in lieu of a SERP or non-qualitied plan
  • Restoring benefits to certain employees due to DB plan freeze or cutback
  • Providing additional benefits to longer tenured employees
  • Providing rewards and incentive by job category
  • Evaluating success

MATERIALS

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EXPERT PRESENTERS
 
Rich Rausser headshot
Richard Rausser, Senior Vice President of Client Services at Pentegra 
Richard oversees Pentegra's Consulting, Marketing & Communications, BOLI and Non-qualified Plan Sales and Actuarial and Technical Services groups. Rich joined the organization in 1997 and has more than 30 years of experience in the retirement benefits field.

Richard is a Certified Pension Consultant (CPC), a Qualified Pension Administrator (QPA), a Qualified 401(k) Administrator (QKA) and a member of the American Society of Pension Professionals and Actuaries (ASPPA). He holds an M.B.A. in Finance from Fairleigh Dickinson University and a B.A. in Economics and Business Administration from Ursinus College. 

Pentegra_Michael_NatyshakMichael Natyshak, National Director at Pentegra 
Michael has over 25 years of financial services industry knowledge and leads Pentegra’s business development efforts in the credit union marketplace. 

He brings a history of progressive leadership to Pentegra and the clients he serves, by tapping into his previous experience as a National Account Vice President of Sales and as a Practice Leader of Retirement Operations and Product Management. Michael's 2+ decades of experience has been primarily focused in delivering a comprehensive suite of employee benefit, retirement and investment solutions to financial institutions from
$1B - $ 100 billion in assets.

Michael holds FINRA Series, 6 ,63 &65, Securities License as well as Group Life, Health, and Variable Annuity Licenses. He is also an Accredited Investment Fiduciary – Center for Fiduciary Excellence designee. He is also a graduate of Bowling Green State University. 

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Pentegra is the NAFCU Services Preferred Partner for Qualified Retirement Plans for Credit Union Employees. More educational resources and partner contact information are available at www.nafcu.org/Pentegra