Afternoon Breakout: Attracting and Retaining Key Employees

$20 CNHR Members | $30 non-CNHR Members

Join us for an Afternoon Breakout on July 13 from 3:00pm-4:00pm with a networking event to follow. This session will cover Attracting and Retaining Key Employees with Non-Qualified Deferred Compensation Plans with Derek Bailey of USI. Registration begins at 2:45pm.

Presentation Summary: Retirement benefits are important for key employees and highly compensated employees. Do you fail testing for your 401(k) or have issues attracting key employees and keeping them? Non-Qualified retirement benefits have different contribution options and vesting provisions that can help keep key employees happy.

Registration closes Thursday, July 6 at 5pm.

Presenter: Derek Bailey is the Vice President of Retirement Plan Services at USI Consulting Group in Omaha, NE. He is responsible for new business development for defined contribution and defined benefit plans in Nebraska, Iowa and Kansas. Derek has extensive experience working with corporate, non-profit and governmental agencies to create successful retirement plans. He is also experienced in vendor fee negotiations, investment analysis, plan design, and fiduciary compliance. Prior to an acquisition by USI, Derek was a shareholder of a regional employee benefit and property casualty firm based out of Omaha where he helped start the retirement plan division which grew to 90 clients and over $1.8B in AUA. In 2015 and 2017, Derek was named top 40 under 40 retirement plan consultants by the National Association of Plan Advisors. Derek graduated from the University of Nebraska at Kearney in 2004. Industry education and designations include: Chartered Retirement Plans Specialist (CRPS®) and Accredited Investment Fiduciary® (AIF®) as well as FINRA administered Series 6, 63, and 65.

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