Educating Your Workforce on Retirement Planning

Date: Tuesday, October 22, 2024
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter: Casey McKillip, MBA, CPFA, AIF, Senior Retirement Plan Consultant, Aldrich Wealth LP
Moderator: Wayne Sine, CPA, Education Director, National Society of Accountants for Cooperatives
Learning Objectives:
• Understand the importance of financial wellness and retirement education by analyzing industry data such as average 401k balances and the current state of the industry and recognizing how these factors impact individual financial security and retirement preparedness.
• Recognize the correlation between employee financial wellness, productivity, and the value of benefits provided by their employer, thereby gaining insight into the significance of fostering a workplace culture that prioritizes retirement education and support.
• Comprehend fiduciary responsibility and the protections offered by 404c regulations, ensuring an understanding of the legal and ethical obligations associated with managing retirement plans, and how these regulations safeguard participants' interests.
Field of Study: Personnel/Human Resources
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view all available recordings for free and on-demand. Join NSAC today to enjoy this benefit.
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Course Description

Join us as we delve into financial wellness and retirement education. Discover how to effectively empower your workforce by understanding the current landscape of retirement savings, including average 401k balances and industry trends. Learn to foster a culture that values benefits and enhances worker productivity through insightful education sessions. Gain invaluable insights into fiduciary responsibility and 404c protection, ensuring the protection of participants' interests. Explore innovative strategies for educating employees, from personalized approaches to budgeting and maximizing after-tax benefits to navigating complex decisions such as Roth vs. Traditional accounts and assessing the potential of HSAs. Leave equipped with actionable tactics to attract, retain, and elevate the financial well-being of your team, fostering a brighter future for all.

Presenter and Moderator Bios

Presenter: Casey McKillip, MBA, CPFA, AIF, Senior Retirement Plan Consultant, Aldrich Wealth LP

Casey McKillip, MBA, CPFA, AIF, is the Senior Retirement Plan Consultant at Aldrich Wealth LP. Prior to joining Aldrich, Casey was a retirement plan consultant and portfolio manager for Northwest Capital Management. His broad range of expertise included retirement plan fiduciary oversight, investment research and portfolio construction as well as providing recordkeeper platform research, fee analysis, revenue sharing and policy statement review. Prior to Northwest Capital Management, Casey worked with financial planners and advisors at Merrill Lynch, in the Portland office, providing analytical support and asset allocation recommendations. Casey earned a BS in finance and entrepreneurship from the Charles H. Lundquist College of Business at the University of Oregon and a Master of Business Administration from George Fox University. Casey has completed the Certified Health Savings Advisor course and has a Series 65 securities license, the Certified Plan Fiduciary Advisor (CPFA) designation and the Accredited Investment Fiduciary® accreditation.

Moderator: Wayne Sine, CPA, Education Director, National Society of Accountants for Cooperatives

After retiring as Tax Director for Southern States Cooperative, Wayne Sine was asked to serve as Education Director for NSAC. He has been a long-time and active member of NSAC, having served as past President of the Atlantic Chapter and past Chair of the Tax Committee. In addition to his work with NSAC, Wayne has served on the Legal, Tax, and Accounting (LTA) Committee of the National Council of Farmer Cooperatives, Chaired the Tax Committees for both the Virginia Chamber of Commerce and the Virginia Manufacturers Association, served on the Tax Policy Committee of the Virginia Society of CPAs, and served as past Region Vice President for the Tax Executives Institute.

Cost
Free for NSAC Members / $56.00 for Non-Members

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.

What is NSAC's Cooperative Learning Network?
The NSAC Cooperative Learning Network is a live, interactive webinar, and you can attend from any location with internet and/or telephone access. NSAC members can attend an unlimited number of CLNs at no charge!

Each Cooperative Learning Network will have one or more speakers who are recognized experts on the topic. CLNs typically include a Q&A session where participants can ask questions live or by chat. No advance preparation or prerequisites are required, unless otherwise stated in the course information. Attendees are able to download copies of the slides and/or handouts and are provided a link to view the recording (unless the description states the session will not be recorded). These tools help continue your learning experience after the session.

CPE Credits
The National Society of Accountants for Cooperatives (NSAC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor (#103068) of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Internet Based.

Why NSAC Cooperative Learning Networks?

Fast.
No wasted time. Get right to the heart of the matter in a course designed to easily fit into your busy schedule.

Convenient.
No travel. No time out of the office. Listen and follow along from the comfort and convenience of your desk, device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
NSAC Cooperative Learning Networks are free for members and available to non members at a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars.