Hosted By: Planit 401K
About the Event:
About LWHRA Coffee Chats:
These are engaging and dynamic audience driven conversations where your specific questions and your company needs are the driving forces around the conversation. Our goal is to provide direct and immediate value to you, addressing your unique needs and challenges, with your input shaping the direction of the conversation. Mark your calendars for the third Thursday of every month as the LWHRA Special Interest Group provides seasoned subject matter experts.
Topic of Conversation:
Coffee Conversation & workshop on earning "employer benefits" from your employee benefits. A main purpose of offering any employee benefit should be to positively impact your employee's perception of your organization, yet that is seldom guided as a plan or goal discussed in plan reviews. Learn how you can add "Employer Benefit Results (aka improved Recruit, Reward, Retain)" as an important component of your 401k/403b/457 type retirement goals.
About Planit 401(k):
Planit specializes in helping companies and organizations setup and service their 401k/403b/cash balance type retirement plans. As specialized Pension Consultants, we fulfill the role of plan and participant guidance that is often being serviced by a generalist financial advisor. “Planit has a plan for your plan success”. Contact us to review the guidance and support a company specializing in qualified plan success can bring to your company.
Meet the Speaker:
Keith Mayfield
President & “Chief 401(k)-403(b) Advocate”
Planit Financial, LLC
Keith Mayfield is President and “Chief 401(k)-403(b) Advocate” at Planit Financial, LLC. Keith believes in the importance of guiding sponsors and employees to more successful retirement plan and retirement income results. He brings over 25 years of 401k industry specific experience working with more than 1,000 qualified (401k/403b/457/DB/CB/etc.) plans to his firm, along with a genuine passion for providing exceptional qualified plan results for the plan sponsors and plan participants he serves.
Keith’s career experience spans most areas of qualified plan service, including roles at a ThirdParty Administration firm, a sponsor support desk, a dedicated employee education specialist and a sponsor relationship manager. Keith spent nearly two decades wholesaling and directly coaching financial advisors on best practices of investment management, employee education, plan design and fiduciary consulting while helping those advisors better service their own 401k plans. He has been recognized 6 times for Presidents Club Level contributions to his teams.
Throughout his career, Keith’s passion and expertise in this area has continued to grow. He is credentialed as a Certified Fund Specialist (CFS), an Accredited Investment Fiduciary Analyst (AIFA), and a Certified Plan Fiduciary Advisor (CPFA). He has earned the Environmental, Social and Governance (ESG) Investing and Nonqualified Plan Advisor certificates. He is credentialed to offer the advanced qualified plan Fiduciary Essentials Training Course. He currently has or has held investment industry Series 6, Series 7, SIE, Series 63 and Series 66 investment securities licenses and Washington State Life and Disability Insurance Licenses.
Keith is a current board member of the Western Pension and Benefits Council Seattle Chapter. He is also involved with several qualified plan specific organizations including the American Retirement Association (ARA), National Association of Plan Advisors (NAPA), Fi360, the Centre for Fiduciary Excellence (CEFEX), and the American Society of Pension Professionals & Actuaries (ASPPA).
A lifetime resident of Washington State, Keith and Katy enjoy their time as empty nesters. They enjoy playing cribbage, cooking, working around the house and spending time outdoors, either water skiing, boat surfing, snow skiing, cycling, or hiking.
Questions? Please direct them to Jim or Mike at the association office at mike@aminc.org.