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Self-Study CPE
BRIDGING THE GENERATIONAL GAP: HOW TO MOTIVATE EMPLOYEES OF ALL AGES
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Free cpece webinars
Understanding 401(k) and Why It Matters to Your Clients

UNDERSTANDING 401(k) AND WHY IT MATTERS TO YOUR CLIENTS

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites CPE for CPAs
Advanced Preparation None
Course Description

In this webinar, a TriNet 401(k) expert will provide information to help attendees guide their clients through the importance offering 401(k) plans, including how a multiple employer plan (MEP) differs between a traditional 401(k) plan. Attendees will leave with more information on how to prepare their clients to evaluate whether a 401(k) plan is the right benefit plan for their organization.  

The course will cover:


  • Facts around 401(k) and retirement plans

  • Key terminology

  • What are the benefits to the employee and employer

  • Other types of savings and retirement vehicles

  • Multiple Employer Plan Insight

    • Fiduciary Support

    • Administrative Offload

    • Fees

    • Consulting





 

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Melissa Pavsner

TriNet
Retirement Benefits Manager
melissa.pavsner@trinet.com
(704) 206-7449

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Melissa Pavsner is manager, retirement benefits at TriNet, a leading provider of comprehensive human resources for small and medium size businesses (SMBs), tailored by industry. In this role, she oversees the regulatory compliance component of TriNet sponsored 401(k) plans and currently manages over $3b in assets.

She has been in the PEO industry for over 16 years. Prior to joining TriNet she was at Strategic Outsourcing, Inc. Melissa’s experience includes HR, retirement services including 401(k) strategy and compliance. Additionally, she earned Qualified 401(K) Administrator (QKA) credentials and Professional in Human Resources (PHR©) from HR Certification Institute® (HRCI®). Melissa has a bachelor’s degree in psychology from Winthrop University.   

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.