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February 16, 2017

Retirement Savings Crisis / Employer Retirement Plan Liability / Markets Update

Manufacturers offering retirement plans for their employees face the challenge of engaging employees in these plans while remaining compliant to the laws that govern them.  Come and join the Alerus team to hear more about how you can optimize your company’s retirement plan strategy.  Topics that will be presented include:

  • Is there a retirement savings crisis in America? Are our assumptions on track?
  • Employer sponsored retirement plans are exposed to an increasing amount of liability today. What is due diligence? And what steps can an employer take to minimize their liability?
  • Current financial markets overview

Kory Sondreal (Retirement Relationship Manager) manages 401k plans throughout the Midwest. His many years of experience, technical expertise, and ability to assist others in understanding the many plan options available to them are invaluable assets for business owners and employees alike.

Jeff Hoplin (Senior Wealth Advisor CFP®) handles a variety of duties involving portfolio management for individual and institutional investors. His approach focuses on customer needs and goals, while educating and developing strategies to help them long term.

An optional tour of Hawkes Manufacturing facility will be provided to interested attendees following the lunch and program. Please join us at 833 Gateway Drive, East Grand Forks, MN, after the meeting.

Host

Alerus Financial Corporation
https://www.alerus.com/

Venue

Alerus Conference Center (Please Review Parking Signs for Appropriate Entrance)

1200 42nd Street South

Grand Forks,

ND

58201

+ Google Map

Website:
http://www.aleruscenter.com/

 Meeting Agenda

11-11:30 am
Registration

11:30 am
Welcome: Dave Goetz of H2WMA and Matt Jacobson of Alerus
Lunch: $15

12:00 pm
H2WMA Update: Dave Goetz, President

12:15 pm
Speakers: Kory Sondreal and Jeff Hoplin, Alerus Financial

1:15 pm
Adjourn: Randy Dufault

Optional Tour To Follow:
Hawkes Manufacturing at their EGF location:
833 Gateway Drive
East Grand Forks, MN 56721