June 25th Lunch & Learn

June 25, 2020
11:30 AM - 1:00 PM
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Remote session


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Tom Carter

Our speaker for this June's lunch & learn is Tom Carter. Tom is a partner at Retirement Plan Fiduciaries, LLC and focuses on retirement plans. He has worked in the retirement plan industry since 1987 and has experience as a Fiduciary, Investment Advisor, recordkeeper, third party administrator, consultant and an actuary. He has worked on retirement plans that range from start up to $500 million in assets. Tom graduated with an applied mathematics degree from California Polytechnic after serving six years in the Marine Corps. He is a Certified Pension Consultant through the American Society of Pension Professionals and Actuaries. 

 Presentation Description:

Tom will be presenting information related to the follow topics.  We will be providing more information on the specific topics as we get closer to the date of this Lunch & Learn.

  • 401(k) plans
  • Cash Balance plans
  • SIMPLE IRA’s
  • SEPs
  • Safe Harbor 401(k) plans
  • Fiduciary responsibility for each of these

     


    Our business partner sponsors for this month's luncheon are
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Tickets

$30.00 Member Ticket

$40.00 Non-Member

$0.00 Member Ticket--No Charge

$0.00 Non-Member--No Charge