MERIT & MULTIPLE-EMPLOYER 401(k) PROGRAM SOLUTIONS:

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Save the date

Save the dateApril 2, 20248:30 AM - 9:30 AM (EDT)

Organizer

Organizer: Retail Association of Maine, Maine Grocers and Food Producers Association

Phone: +1 2076231149

Contact Person: Katie Hodgdon

Email: katie@retailmaine.org

Event Details

By June 2024 employers with 5 or more (and by April 2024 employers with 15 or more) employees are required to offer either MERIT or a qualified retirement savings plan. Learn about Maine's new retirement savings law, how to meet the requirement, an overview of establishing a 401(k) program, and how to simplify & enhance your existing 401(k) plan.

Beth Bordowitz, from the Maine Retirement Investment Trust (MERIT), will discuss Maine's exciting new program available to assist small business owners and their employees in saving for retirement.

John Heise, our administrator partner at Atlas Fiduciary Services, Inc., will give an overview of our association's Multiple-Employer 401(k) Plan. Our flexible plan is designed specifically for small to mid-range retail companies. Learn how participation in a MEP 401k can provide your company with a flexible, robust, retirement plan offering. Our turn-key solution takes care of all the administrative and fiduciary responsibilities, allowing you to focus on what is most important, your business. Additionally, with the passage of the federal SECURE 2.0 Act, you may be eligible for substantial tax credits that may make the prospects of offering a plan virtually free.

Speakers

Elizabeth Bordowitz

Executive Director of MERIT

Elizabeth Bordowitz

Executive Director of MERIT

https://meritsaves.org/

Beth Bordowitz is the Executive Director of the Maine Retirement Savings Board. She has previously served as the Vice President, Legal and Administration for the Forman S. Acton Educational Foundation from its inception in 2014 through 2018. She is a certified mediator on the Maine Courts family matters roster. Beth served as a Community Development Volunteer with the Peace Corps in North Macedonia from 2018 to 2020. Beth served as the CEO of the Finance Authority of Maine (FAME) for 7 years after serving as General Counsel to FAME. While at FAME, Beth was instrumental in the development and implementation of numerous programs, including the State of Maine’s venture capital fund and the state’s College Savings Program, the NextGen College Investing Plan. Beth currently is a member of the Board of Directors of the Maine Health Access Foundation. She has served and held leadership roles on numerous nonprofit and governmental boards of directors including the Portland Public Library, 2009 – 2018, Alfond Scholarship Foundation, Maine Development Foundation, Portland Zoning Board of Appeals, Family Crisis Shelter. A New Jersey native, Beth earned a Bachelor’s degree from Rutgers College, a Master’s Degree in Public Policy from the Eagleton Institute of Politics of Rutgers University and a Juris Doctor from Rutgers School of Law-Camden.

John Heise, CFP®,CLU®,ChFC®,CLTC®,AIF®

President/CEO and Investment Advisor Representative (IAR) under Atlas Fiduciary Services, Inc. of Atlas Fiduciary Services, Inc.

John Heise, CFP®,CLU®,ChFC®,CLTC®,AIF®

President/CEO and Investment Advisor Representative (IAR) under Atlas Fiduciary Services, Inc. of Atlas Fiduciary Services, Inc.

https://retail401k.com/contact-us/

John R. Heise is a distinguished professional in the financial services sector, with an impressive tenure exceeding 26 years. Specializing in individual wealth management and employer-sponsored retirement plans, John possesses a unique expertise in Multiple Employer Retirement Plans, setting him apart in the industry. As the President and CEO of Atlas Fiduciary Services, an Independent, Registered Investment Advisory Firm based in Concord, New Hampshire, John has demonstrated exemplary leadership and commitment to providing top-tier advisory services.

Throughout his career, John has been affiliated with prestigious firms such as New York Life Insurance Company, New England Financial, MassMutual Northern New England Agency, where he served as the Retirement Specialist, and Cambridge Investment Research. These affiliations underscore his comprehensive experience and deep knowledge of the financial services landscape.
John's client base is diverse, encompassing small to large businesses, for-profit and non-profit organizations throughout the United States. This diversity reflects his ability to understand and address the unique financial needs of a wide array of clients, building lasting relationships based on trust and personalized service.

Beyond his professional achievements, John is married to his lovely wife Christine, proud father to his daughter Morgan, and son Carter. John is passionate about attending sporting events, particularly enjoying watching his children play hockey. He also loves traveling and spending quality time on Lake Winnipesaukee, showcasing his appreciation for life's simpler pleasures.

John R. Heise's combination of extensive experience, professional qualifications, and commitment to client success positions him as a leader in the financial services industry. His dedication to excellence and personal approach to wealth management and retirement planning make him a trusted advisor to his clients and a respected figure among his peers.

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BRIDGING THE RETIREMENT SAVINGS GAP

Elizabeth Bordowitz

Executive Director of MERIT

John Heise, CFP®,CLU®,ChFC®,CLTC®,AIF®

President/CEO and Investment Advisor Representative (IAR) under Atlas Fiduciary Services, Inc. of Atlas Fiduciary Services, Inc.

Organizer

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