Has anyone hosted a business owner/HR lunch or dinner? I have a TPA committed to present on the common traps in being a plan sponsor. Any ideas or feedback would be helpful. Thanks

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Having a money manager give an economic update is always an idea. A group benefits guy giving an update on the current state of health care laws is never a bad one either.

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In the event you can find a CPA, this may probably work better. 1.) All business owners are looking to save $ 2.) The CPA could recommend various tax efficient strategies/programs through the business (ex: buying LTC through the business has tax-benefits rather than purchasing it outside the business, Buy-sell/key-man, etc) 3.) CPA's can pivot outside of just retirement plans (TPA's will commonly focus on the correct ERISA/non-ERISA plan) 4.) build an alliance with the CPA for future referral business. 5.) if you can, have both (never a bad idea to have multiple experts at this type of meeting) if you get a good crowd, it will be nice to have the ability to spread yourselves out. Good luck!

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Thank you!!

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Thank you. Very helpful info

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