Multi-Employer Pension Plans for Cooperatives - Presented by Keith Vickers, United Benefits Group

Date: Thursday, May 31, 2012
Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time]
Presenter(s): Keith Vickers, President & CEO, United Benefits Group
Field of Study: Human Resources
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view all available recordings for free and on-demand. Join NSAC today to enjoy this benefit.
  Order Recording

Course Description

Join us for this 1-hour CLN while Keith shares inforamtion on the following topics:

• Origin of Co-op Retirement Plan, a multi-employer defined benefit plan (multiple employer plan for
ERISA purposes) serving cooperatives and related organizations
• Prevalence and trends related to DB plans
• Evolvement of United Benefits Group as plan sponsor and administrator
• Governance of the Co-op Retirement Plan
• General description of plan benefits in the Co-op Retirement Plan
• Employer flexibility with respect to accrual rates and employee contributions
• Funding requirements and practices
• Recent and future challenges
• Accounting requirements for Co-op Retirement Plan Employers

Presenter and Moderator Bios
Keith Vickers serves as President/CEO of United Benefits Group, the Plan Sponsor and Administrator of the Co-op Retirement Plan. United Benefits Group is a Mutual Benefit Corporation, located in Kansas City, Missouri that provides retirement administration services to its clients. Keith holds BS and MS degrees from the University of Missouri-Columbia and is a CFP®. He has passed the Series 7, 63, and 24 exams. After receiving his college degrees, he served on the faculty of Kansas State University’s Department of Economics before joining Farmland Industries, a regional cooperative then located in Kansas City. Keith held numerous positions with Farmland Industries and its subsidiaries, primarily in the finance and member services areas, over a period of almost 30 years. In 2002, Keith formed United Benefits Group to take over the sponsorship and administration of the Co-op Retirement Plan which services approximately 400 employers located in the heartland of the United States.

Cost
$56.00 for NSAC Members / $70.00 for Non-Members

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.