STRATEGIC PARTNERS

BNHRA Monthly Meeting

May 15, 2019
5:00 PM - 7:00 PM
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Millennium Hotel
2040 Walden Avenue
Cheektowaga, NY 14225
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How To Have The Best 401(k) Plan & Increase Plan Participation

Presented by Gene Chaas, CFA, Managing Director, Delaware Avenue Advisors, Inc. and Bill Skuse, founder of The 401(k) Expert, LLC 

During this engaging presentation, Gene Chaas and Bill Skuse will review 401(k) plan features, participant education tools, administrative tools and DOL/ERISA compliance.

Gene is the founder and managing director of Delaware Avenue Advisors, a veteran-owned registered investment advisory in Buffalo NY. In addition to being an investment fiduciary, Gene is also a part-time professor of finance at Buffalo State College where he teaches investment management, corporate finance, personal finance and estate planning (not all at once!). During this engaging presentation, Gene will review 401(k) plan features, participant education tools, administrative tools and DOL/ERISA compliance.  

 Bill is the founder of The 401(k) Expert, LLC. With thirty years of experience in public accounting and financial services, he brings decades of experience to the 401(k) world. He provides objective, independent advice to plan sponsors on how to structure their plans in a way that balances plan features with cost efficiency so the participants have a strong plan with low expenses.

Event Schedule:

5:00 p.m. - 5:30 p.m. networking
5:30 p.m.- 6:00 p.m. buffet dinner, announcements
6:00 p.m. - 7:00 p.m. presentation

This event has been pre-approved for recertification credit by SHRM and HRCI

        

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Tickets

$30.00 BNHRA Member

$0.00 BNHRA Member PLUS (pre-paid meetings)

$20.00 BNHRA Student Member

$45.00 Non Member or Guest

BNHRA Events:

For a full list of BNHRA events only, please check out the BNHRA Events List!


 

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