BerryDunn Wealth Management a Proud Sponsor of the 2019 Maine HR Convention

BerryDunn Wealth Management a Proud Sponsor of the 2019 Maine HR Convention

Join BerryDunn Wealth Management at the 2019 Maine HR Convention, happening at the Samoset Resort in Rockland May 6-10. We are a proud sponsor of the Convention’s HR Basics Training Program—a two-day course preceding the convention, taught by top HR leaders from the state and covering foundational HR knowledge.

The BerryDunn Wealth Management team is excited to connect with the best and brightest HR professionals in Maine. Visit Kathy Reilley and Kristin Guibord at booth #108—enter to win (a fabulous prize) and learn how we’re helping Maine employers craft retirement plan solutions aligned with their goals.

How we can help you

With our affiliate, BerryDunn, we have the expertise to help you evaluate all aspects of your retirement plan, including.

  • Optimizing plan design
  • Plan benchmarking
  • Selecting and monitoring investments
  • Evaluating the plan’s Qualified Default Investment Arrangement (QDIA)
  • Managing recordkeeper services and fees
  • Providing customized employee education
  • Contractual sharing of your fiduciary obligations
  • Helping you to stay current on regulatory developments
  • Assisting with DOL and IRS audits

Let’s connect

If you’re attending this year’s Maine HR Convention and would like to discuss how BerryDunn Wealth Management can help with your retirement plan needs, please email Kathy Reilley.