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DTSTART:20160511T123000Z
DTEND:20160511T133000Z
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SUMMARY:Small Business Education Series 5/11/16
DESCRIPTION:Putting the 401(k) Puzzle Together\n\nDick Billings and Michael Billings\n\nBillings & Company\n\n\n\n\n\nYou own a business\, but do you have a retirement plan? You have a 401(k) plan\, but what your fiduciary requirements as an employer?\n\n \n\nMichael Billings and Dick Billings from Billings and Company will help you put the pieces together to understand the retirement puzzle. Topics will include:\n\n \n\nHave you ever wondered what the differences are in a SIMPLE\, Profit Sharing\, 401(k) and Cash Balance Plan?\n\n \n\nWhat are the tax advantages to employers and participants in having a retirement plan? \n\n \n\nFive tips to identify your fiduciary responsibilities in the retirement plan.  \n\n \n\nA 401(k) plan may have up to eight participant notices required in a year.  Does your 401(k) plan have two or eight?  \n\n \n\nWhy do you (or do not) have QDIA (Qualified Default Investment Alternative) in your 401k plan?\n\n\nBillings and Company\, Inc.\, began as an aspiration of R.L. "Dick" Billings in 1984 to specialize in "qualified" retirement plans when\, at the time\, there was very little flexibility available to plan sponsors. Married with two young children and another soon on the way\, Billings started what was then known as R.L. Billings & Co.\, with 30 clients and little money in the bank.\n\n\n\nThe Small Business Education Series\, is a peer-to-peer information exchange presented by the Siouxland Chamber of Commerce. Join us each month as a local subject matter expert will share their expertise and experience on timely\, focused topics important to small business owners. Whether it's accounting\, HR\, legal\, banking & finance\, marketing\, or management the Small Business Education Series will give you the tools and knowledge you need to more effectively run your small business.\n\n\n\nNot a member? If you're a business large or small in the Siouxland area you should be! Join Now to enjoy all of the benefits only a Siouxland Chamber membership can offer.\n\n\n\nThe Small Business Education Series is a free service for members of the Siouxland Chamber of Commerce.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:14px\;"><span style="font-size:18px\;"><b>Putting the 401(k) Puzzle Together</b></span></span><br />\n<font color="#444444"><span style="line-height: 18.2px\;">Dick Billings and Michael Billings</span></font><br />\nBillings &amp\; Company<br />\n<br />\n<br />\n<strong><em><span style="font-size: 10.5pt\; font-family: Arial\, sans-serif\;">You own a business\, but do you have a retirement plan? You have a 401(k) plan\, but what your fiduciary requirements as an employer?</span></em></strong><br />\n<span style="font-size:14px\;">&nbsp\;</span>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">Michael Billings and Dick Billings from <a href="http://billingsco.com/">Billings and Company </a>will help you put the pieces together to understand the retirement puzzle. Topics will include:</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">&nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">Have you ever wondered what the differences are in a&nbsp\;SIMPLE\, Profit Sharing\, 401(k) and Cash Balance&nbsp\;Plan?</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">&nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">What are the tax advantages to employers and participants in having a retirement plan?&nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">&nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">Five tips to identify your fiduciary responsibilities in the retirement plan. &nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">&nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">A 401(k)&nbsp\;plan may have up to eight participant notices required in a year.&nbsp\; Does your 401(k) plan have two or eight? &nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">&nbsp\;</div>\n\n<div style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">Why do you&nbsp\;(or do not)&nbsp\;have QDIA (Qualified Default Investment Alternative) in your 401k plan?</div>\n<br />\n<span style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">Billings and Company\, Inc.\, began as an aspiration of R.L. &ldquo\;Dick&rdquo\; Billings in 1984 to specialize in &ldquo\;qualified&rdquo\; retirement plans when\, at the time\, there was very little flexibility available to plan sponsors.&nbsp\;</span><span style="color: rgb(26\, 26\, 26)\; font-family: Corbel\, Geneva\, Verdana\, Arial\, sans-serif\; font-size: 14.6667px\; line-height: normal\;">Married with two young children and another soon on the way\, Billings started what was then known as R.L. Billings &amp\; Co.\, with 30 clients and little money in the bank.</span><br />\n<br />\n<span style="color: rgb(68\, 68\, 68)\; line-height: 18.2px\; font-size: 14px\;">The&nbsp\;</span><span style="margin: 0px\; padding: 0px\; border-radius: 0px\; border: currentcolor\; border-image-slice: 100% 1 0\; left: auto\; top: auto\; width: auto\; height: auto\; right: auto\; bottom: auto\; color: rgb(68\, 68\, 68)\; line-height: 18.2px\; overflow: visible\; clear: none\; font-size: 14px\; font-weight: 700\; vertical-align: baseline\; visibility: inherit\; border-collapse: separate\; position: static\; z-index: auto\; table-layout: auto\; direction: inherit\; max-height: none\; max-width: none\; content: normal\; box-sizing: content-box\; empty-cells: show\; opacity: 1\; box-shadow: none\; resize: none\; outline-offset: 0px\; background-image: none\;">Small Business Education&nbsp\;Series</span><span style="color: rgb(68\, 68\, 68)\; line-height: 18.2px\; font-size: 14px\;">\, is a peer-to-peer information exchange presented by the&nbsp\;Siouxland&nbsp\;Chamber of Commerce. Join us each month as a local subject matter expert will share their expertise and experience on timely\, focused topics important to small business owners. Whether it&#39\;s accounting\, HR\, legal\, banking &amp\; finance\, marketing\, or management the Small Business Education Series will give you the tools and knowledge you need to more effectively run your small business.</span><br />\n<br />\n<span style="font-size:14px\;"><span style="line-height: 20.7999992370605px\;"><em><strong>Not a member?</strong></em> If you&#39\;re a business large or small in the&nbsp\;</span>Siouxland<span style="line-height: 20.7999992370605px\;">&nbsp\;area you should be!&nbsp\;</span><a href="http://directory.siouxlandchamber.com/member/newmemberapp/" style="line-height: 20.7999992370605px\;"><span style="color: rgb(0\, 0\, 255)\;">Join Now</span></a><span style="line-height: 20.7999992370605px\;">&nbsp\;to enjoy&nbsp\;all of the benefits only a&nbsp\;</span>Siouxland<span style="line-height: 20.7999992370605px\;">&nbsp\;Chamber membership can offer.</span></span><br />\n<br />\n<em style="margin: 0px\; padding: 0px\; border-radius: 0px\; border: currentColor\; border-image: 100% 1 0\; left: auto\; top: auto\; width: auto\; height: auto\; right: auto\; bottom: auto\; color: rgb(68\, 68\, 68)\; line-height: 18.2px\; overflow: visible\; clear: none\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 14px\; vertical-align: baseline\; float: none\; display: inline\; visibility: inherit\; border-collapse: separate\; position: static\; z-index: auto\; table-layout: auto\; direction: inherit\; -ms-word-break: inherit\; -ms-text-justify: inherit\; -ms-word-wrap: inherit\; -ms-text-overflow: clip\; max-height: none\; max-width: none\; content: normal\; box-sizing: content-box\; empty-cells: show\; opacity: 1\; box-shadow: none\; background-image: none\; resize: none\; outline-offset: 0px\;">The Small Business Education Series is a free service for members of the Siouxland Chamber of Commerce.</em>
LOCATION:Siouxland Chamber of Commerce 101 Pierce Street Sioux City\, IA
UID:e.769.3262
SEQUENCE:3
DTSTAMP:20260421T174328Z
URL:https://directory.siouxlandchamber.com/events/details/small-business-education-series-5-11-16-05-11-2016-3262
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