Understanding The New NADA Pooled Employer Plan & Cash Balance Plans

Attendees will have the opportunity to learn and ask questions about the new NADA Pooled Employer Plan designed specifically for the automotive industry from Empower. They will also learn and be able to ask questions about the tax savings and retirement wealth creation benefits of cash balance plans for owners and key employees.

Location: In Person at NHADA, 507 South St Bow, NH 03304

Date: Tuesday, September 23rd 

Time: 12:00 pm - 1:30 pm

Presenter: Dave Clayman & Jeff Liwacz, Twelve Points Wealth Management (a NHADA Bronze Partner) 

Who should attend:  401(k) Plan Sponsor & Administrator, Dealer Principal, CFO, Controller, Office Manager, HR Professionals

Tuition (per person): $69 for members

Topics include:

• PEP Basics
• PEP Benefits for the Plan Sponsor and Participants
• Cash Balance Plan Overview 
• Team & Responsibilities 
• Q&A

Questions? Call 603-224-2369 or email Kaleena Guzman