Your retirement plans are a valuable tool for rewarding and attracting talent. It is important to make sure you’re up-to-date on the latest trends and regulations that may impact plan sponsors. Also, plan participants have questions that grow in complexity as their retirement date nears.
Join us for a fast-paced morning delivering topics on everything employee benefit plan sponsor should be talking about. Attendees will also receive a free copy of Save More Tomorrow by speaker, Greg Poplarski.
CPE and HR Credits will be available at the seminar. Presented by Barnes Dennig and the Rinehart Sussli Financial Group.
Agenda and Program
7:30 – 8:00 Breakfast & Registration
8:00 – 9:00 ERISA, 401(k) Fiduciary and Compliance Best Practices
Timothy R. Brown, Partner, Thompson Hine
9:00 – 9:30 Panel Discussion: Plan Sponsors and Record Keepers
Discussion Leader: Ken Rinehart, SVP – Wealth Management, UBS Financial Services
Patty Lott, VP-HR, PRASCO and Chris Cox, ADP Retirement Counselor, ADP
Dan Corbett, VP Finance, CBT Company and Jeff Baumgartner, Regional Sales Director, EMPOWER Retirement
Sabine DeFilipo , Assistant Treasurer, North American Stainless and Hayden Main, Regional VP, Southeast Division, John Hancock
9:30 – 9:40 Break
9:40 – 10:10 Benefit Planning and Technology in a Post ACA World
Catherine Dunwoodie, SaaS Leader – Sr. Director – Client Success Management, Paycor
10:10 – 10:45 Washington Update: Political Perspectives
Allen Sukholitsky, Vice President, Market Strategy, Goldman Sachs
10:45 – 11:20 Best Behavioral Practices from Save More Tomorrow Book
Greg Poplarski, Director Retirement Specialist, Allainz Investors
11:20 – 11:55 The Case for Active and Passive Management
John M. Kutz, Retirement, Sales Director, Legg Mason