Have you heard about the state law that requires most employers to offer a retirement savings plan to its employees or possibly face financial penalties? The next wave of employers began receiving notifications about the Illinois Secure Choice Savings Program on July 1. Your commercial customers may be looking for guidance and alternatives right now to help them comply with the law. With the CBAI 401(k), your bank can provide a solution. 

Join us for a free webinar to learn more about the Illinois Secure Choice Savings Program Act and how the CBAI 401(k) Plan can be a retirement plan solution for your Bank and your Commercial Businesses.

Noon - 1 p.m. Wednesday, July 31, 2019

Webinar log-in instructions will be emailed to you after registration. 

Who should attend:

Presidents/CEOs, Commercial Loan Officers, Business Owners, CFOs, HR Directors, & Risk Managers would all benefit from attending this webinar. Gather a group in your office and watch together or register individually to watch from multiple computers.

About the speaker

Nathan White, CPFA, AIF® is a financial consultant with extensive experience advising group retirement plans. He has earned the Certified Plan Fiduciary Advisor (CPFA) and the Accredited Investment Fiduciary (AIF) designations, a testament to his professional commitment to servicing the plan sponsor community. As a principal at Midwestern Securities Trading Company, LLC, he assists the CBAI 401(k) MEP by providing 3(38) services to the plan. He currently has 7 professional licenses, including the Series 27 (Financial Operations Principal).