Monthly Meetings

2016_08: The Accelerating Evolution of Retirement Plans

For the Chapter’s August Meeting, the featured speaker was Joe Brummel, AIF®, C(k)P® | Director Retirement Plan Consulting at Wealth Enhancement Group Summary Insights New DOL rules raise the bar More transparency with consequences Strive for more than legal minimums with your plan Take action now for any necessary evaluations & changes The ultimate question every plan sponsor must consider: What is in the best interest of plan participants? Upcoming Events: • The Plan Sponsor University™ – September 22nd – At University of Minnesota – Online Information & Registration at • The Plan Sponsor Roundtable™ – November 17th in Roseville, “The New DOL Fiduciary Rule” – For Information & Registration, Email, or Call (952) 249-4900 S...

2016_06: Making Local Taxes Less Taxing

Making Local Taxes Less Taxing Speaker: Kevin Valuet • Which states have local withholding taxes • Review state specific local tax information • Discuss the differences between states • Resident and non-resident information You will also receive great tips on researching city and county tax information as well as tips on setting up new local tax accounts. Local taxes can seem very overwhelming, so make sure you do not miss this very informative presentation! Handout SHARE

Skip to toolbar