Retirement Plan - Coaching your Administrator Lunch & Learn

It is important to be proactive and not reactive to help ensure your retirement plan is operating effectively. Yuma Investment Group will be hosting a Lunch and Learn with guest speaker, Erin Lopez, CPA, CEPA, Vice President of Evers Robinson Ltd. Her full-time job is to audit retirement plans for businesses for the IRS.

We would like to extend an invitation to your company’s plan representative (business owner, controller, human resources, payroll administrator etc.) to this event. This workshop will help you better understand the following:

• The important pieces of a retirement plan document.
• Gain understanding of your own company’s plan document.
• Learn common plan deficiencies and errors and get resources to help avoid, detect, and resolve them.
• Tools and resources to help you administer your retirement plan.
• Enhance your 401k knowledge to help protect your plan participants and your company.
• Learn best practices when administering your company’s retirement plan and much more.

                                                Event Date: August 24^th

                                                Event Time: 12 PM – 4 PM

                                                Event Location: AWC – Francis Morris Boardroom (next to Schoening center)

                                                                                2020 S Avenue 8E, Yuma, AZ 85365         

*RSVP a must by June 22^nd on
https://www.etix.com/ticket/p/2167577/retirement-plan-coaching-your-administrator-lunch-learn-yuma-historic-yuma-theatre

     Cost: $50 including lunch

Remember, better to be proactive then reactive when it comes to managing the retirement plan for your business.


Any questions please call Kayla Irr-Mendez at 928-329-1700 or kayla@yigwm.com