What Employee Benefit Plan Sponsors Need to Be Talking About

Employee Benefit Plan Seminar

Thursday, June 8th, 2017
7:30 - 8:00 am - Registration & Breakfast
8:00 - 11:45 am - Program

Schiff Family Conference Center
Xavier Cintas Center
1624 Herald Avenue
Cincinnati, OH 45207

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


Additional support provided by Nuuveen and Putnam Investments.


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