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