Event Details

The target audience for this seminar is HR professionals and any small business owners.  There are many reasons businesses offer retirement plans to their employees.  Attracting and retaining high quality individuals, providing tax advantaged ways for employees and owners to save for retirement are two primary reasons.  There are a number of different retirement plans that businesses of different sizes and demographics can offer.  Each of these plans has different rules and administrative requirements.  Choosing the right one for your business is a very important decision that isn’t always easy.

This presentation is designed to show the available plans, discuss the differences in rules, costs and administrative requirements in each to help you determine if the plan you have is right for your business.

Objectives are:

• Why aligning the type of plan you offer with the business’ objectives is important.
• What is the financial Advisor’s role in implementing and servicing your plan?
• What are the administrative requirements of the different retirement plans and how can a Third Party Administrator help.

This seminar will be presented by Brandon Hanson, Mark Johnson, and Craig Franke. 

Brandon Hanson is a Financial Planner and co-owner of Gateway Financial Strategies.  He has been in the Financial Services business for 10 years.  He has been a Certified Financial Planner, CFP since 2012.  He has a BA from Gustavus  Adolphus College.  Prior to becoming a Financial Planner, Brandon spent 11 years in the Transportation and Logistics business.  He holds Series 7 and Series 66 Securities Licenses and Minnesota Life, Health and Annuity License.  He is licensed in Minnesota, Iowa, Wisconsin, and Texas.

Mark Johnson is a financial Planner and co-owner of Gateway financial Strategies.  He has been in the Financial Services business for 14 years.  He holds a Chartered financial consultant designation and holds Series 7 and Series 66 Securities Licenses, and a Minnesota Life, Health and annuity License.  Mark has a BA degree from Concordia University, St. Paul and a Master’s of Education Technology.  Prior to becoming a financial Planner he was a coach and teacher for 7 years and spent 2 years as Chief education Officer of Mentor Mate LLC.  He is licensed in Minnesota, Iowa, Wisconsin, and Texas.

Craig Franke is an Employer Services Manager with Gold Leaf Partners Employer Services.  Craig has been with Gold Leaf since 2010.  Craig is a Certified Public Accountant, MN; qualified Pension Administrator, ASPPA; and a Qualified 401K Administrator, ASPPA.  Craig loves learning and teaching and taught intermediate Accounting and Auditing as an adjunct professor for 7 years.