What Employee Benefit Plan Sponsors Need to Be Talking About

Employee Benefit Plan Seminar

Thursday, June 8th, 2017

2017 Employee Benefit Plan Annual Seminar – Part 1

2017 Employee Benefit Plan Annual Seminar – Part 2

To access the recordings and slides, please contact us here for the password.

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 also received a free copy of Save More Tomorrow by Shlomo Benartzi.

Presented by Barnes Dennig and the Rinehart Sussli Financial Group.


Presentation Order – Part 1

ERISA, 401(k) Fiduciary and Compliance Best Practices

Timothy R. Brown, Partner, & Dawne Parrish, Counsel, Thompson Hine

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


Presentation Order – Part 2

EEOC Updates: The Facts Your Need to Know

Tim Ruge, Senior Product Marketing Leader, Paycor

Washington Update: Political Perspectives

Allen Sukholitsky, Vice President, Market Strategy, Goldman Sachs

Save More Tomorrow: How to use Behavioral Finance to Improve Participant Outcomes

Greg Poplarski, Director Retirement Specialist, Allianz Global Investors

Edward P. Isakson, HR Director, Archdiocese of Indianapolis

The Case for Active and Passive Management

John M. Kutz, Retirement, Sales Director, Legg Mason


In addition to those above, this event is made possible by Nuveen and Putnam Investments.