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Retirement Plan Best Practices

by Michelle Fleckner / March 27, 2019

Presented by Matt Groome, Colton Groome & Company

This webinar will have something for everyone who has a retirement plan or is considering a retirement plan! We all want to retire one day - learn from other local business case studies on how your business might be able to improve upon what it currently has in place.

Participants will gain the following: 

  • Learn about plan design features to maximize owner pre-tax contributions. A recent plan design feature change saved one company over 30% per year in staff cost while continuing to maximize owner contributions at $55,000 per year!
  • How to drive participation with plan design, on-site education and effective communication. A recent plan design and on-site participant education campaign drove participant deferrals from 3.61% to 6.95% with no additional employer out of pocket expense! An almost 100% increase in savings!
  • A quick fee and provider check-up could save thousands! Learn how an hour and a half meetings saved one company 60% in fees, enhanced services (all notice delivered by recordkeeper) and provided a broader range of investments!
  • Your unique ability and value add is not entering payroll into the 401(k) providers website. Learn how the right combination of payroll providers and 401(k) providers can save time and mistakes!


Tags: Retirement

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Michelle Fleckner

Michelle Fleckner

Michelle joined the team in 2017 as VP of HCM Solutions. Her interest is in helping companies identify areas where streamlining and automating would benefit their HR & Payroll departments. Her strengths are organization planning, revenue generation, customer retention & business process automation.

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