Want to be a Hero to Your Local Business Owners?
Join our free webinar to learn how YOU can help your commercial customers avoid state fines.

Have you heard about the state law that requires most employers to offer a retirement savings plan to its employees or possibly face financial penalties? The next wave of employers began receiving notifications about the Illinois Secure Choice Savings Program on July 1 st . Your commercial customers may be looking for guidance and alternatives right now to help them comply with the law. With the CBAI 401(k), your bank can provide a solution.  

After speaking with many bank leaders over the past week, we have decided to change our upcoming seminars to online webinars instead. Now you can join us from the comfort of your office – and invite your key employees or local business leaders to join you as well!

Join us on one of these free webinars to learn more about the state mandate and how the CBAI 401(k) Plan can be a solution for your Bank and your local Commercial Businesses .

8:00 to 9:00 a.m. on Tuesday, July 30 click here for details and registration
Noon to 1:00 p.m. on Wednesday, July 31 click here for details and registration

Registration is required. Log-in details will be provided after you register.

On these webinars, you will learn:

  • More about the Illinois Secure Choice Savings Program
  • How your bank can provide a valuable solution to local employers
  • How you can outsource a complex job that comes with both personal and corporate liability; and leave yourself with a handful of tasks so you can focus your time and resources where they belong; running your bank/business

Who Should Attend:
Presidents/CEOs, Business Owners, CFOs, HR Directors, Risk Managers and Commercial Loan officers can all benefit from this webinar.

About the Presenter:
Nathan White, CPFA, AIF® is a financial consultant with extensive experience advising group retirement plans. He has earned the Certified Plan Fiduciary Advisor (CPFA) and the Accredited Investment Fiduciary (AIF) designations, a testament to his professional commitment to servicing the plan sponsor community. As a principal at Midwestern Securities Trading Company, LLC, he assists the CBAI 401(k) MEP by providing 3(38) services to the plan. He currently has 7 professional licenses, including the Series 27 (Financial Operations Principal).
For more information on the CBAI 401(k), please click here .

If you can’t make these dates, email Nathan at nwhite@midwesternsecurities.com or call him at 309-699-6786 to schedule a personal meeting.

Disclosures: Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC. Member FINRA/SIPC. MSTC, Pentegra and CBAI are not affiliated