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Understanding 401(k) and Why It Matters to Your Clients
Personnel/Human Resources

UNDERSTANDING 401(k) AND WHY IT MATTERS TO YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 18, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPersonnel/Human Resources
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Retirement Planning, Women in Accounting
Course Description

In this webinar, a TriNet 401(k) expert will provide information to help attendees guide their clients through the importance offering 401(k) plans, including how a multiple employer plan (MEP) differs between a traditional 401(k) plan. Attendees will leave with more information on how to prepare their clients to evaluate whether a 401(k) plan is the right benefit plan for their organization.  

The course will cover:


  • Facts around 401(k) and retirement plans

  • Key terminology

  • What are the benefits to the employee and employer

  • Other types of savings and retirement vehicles

  • Multiple Employer Plan Insight

    • Fiduciary Support

    • Administrative Offload

    • Fees

    • Consulting





 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Melissa Pavsner

TriNet
Retirement Benefits Manager
[email protected]
(704) 206-7449

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Melissa Pavsner is manager, retirement benefits at TriNet, a leading provider of comprehensive human resources for small and medium size businesses (SMBs), tailored by industry. In this role, she oversees the regulatory compliance component of TriNet sponsored 401(k) plans and currently manages over $3b in assets.

She has been in the PEO industry for over 16 years. Prior to joining TriNet she was at Strategic Outsourcing, Inc. Melissa’s experience includes HR, retirement services including 401(k) strategy and compliance. Additionally, she earned Qualified 401(K) Administrator (QKA) credentials and Professional in Human Resources (PHR©) from HR Certification Institute® (HRCI®). Melissa has a bachelor’s degree in psychology from Winthrop University.   

About Our Presenter

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TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.