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Using Your Retirement Plan Recordkeeper As Your Payroll Provider – A Bad Idea

When a $1 million retirement plan incurs compliance costs of over $1 million due to inaccurate data, the one-stop-shop for payroll and retirement plan recordkeeping is not working.

Our panel of experts to discuss the various ways to structure the service providers to the retirement plan, including integration with payroll, and the challenges and opportunities along with various approaches. 

Panelists include:

  • Katie Radtke, Manager, Payroll Conversion Consulting at Empower Retirement

  • Eric Burnside, Director of Business Development at Independent Retirement

  • Ken Haynes, HCM Account Executive at Paylocity

While with fewer service providers it may seem like the “best” option, it can come with pitfalls – very costly ones – both for employers and their employees.  By the end of the presentation, attendees will understand: 

  • Common approaches to structuring service providers to the retirement plan;

  • Pros and cons of a payroll provider that also serves as the retirement plan’s recordkeeper and/or third party administrator;

  • Common ways to integrate payroll and retirement plan service providers (and what that means for the employer); and

  • Cction items based on the employer’s current structure.

Register to reserve your spot today.  For assistance registering or to submit questions in advance, please email info@teamzuna.com

REGISTER HERE

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Planning for Year-End: From SECURE to Notices, Are You Ready?

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November 11

Excel 401(k): ESG, SRI, and Impact Investing - What's the Difference?