Salisbury Bank Offers Free Seminar Best Practices for Business Owners With 401(k) Plans
March 20, 2017
Salisbury Bank is offering a free seminar with valuable information about best practices for business owners with 401(k) plans. Seminar topics will help business owners understand their role as a plan fiduciary, steps to take to manage their responsibilities and risk, along with how to select and monitor providers. Seminar topics will also include some of the most common mistakes made by Plan Sponsors and how to reduce their chance of occurrence.
Presenter Brian Nicholson is Senior Sales Relationship Manager for Benefit Plan Administrative Services (BPAS). In Brian’s role as Senior Sales Relationship Manager, he works with Salisbury Trust and our financial partners, helping our clients retain their employees and secure their retirement. Throughout his career, Brian has developed expertise in a variety of plan types that range from 401(k) and 403(b) plans to various forms of defined benefit and non-qualified plans. In addition, his experience includes advising and servicing "small market companies" as well as very large medical organizations.
Please join us on Wednesday, April 5, 2017 at 5:30 p.m.
Mason Library Community Room
231 Main Street
Great Barrington, MA 01230
Reservations are suggested, but not required. To reserve a spot, contact Kevin Norton by calling 860.453.3497 or emailing at knorton at salisburybank dot com and type “401K” in the subject line.
Salisbury Bank is a full-service community bank headquartered in Lakeville, Connecticut and presently operates full service branches in Canaan, Lakeville, Salisbury and Sharon, Connecticut; Great Barrington, Sheffield and South Egremont, Massachusetts; as well as Dover Plains, Fishkill, Millerton, Newburgh, Poughkeepsie, and Red Oaks Mill, New York. The Bank has been serving families and businesses for over 160 years and offers a full range of consumer and business banking products and services as well as trust and investment services.