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, as well as a panel discussion to answer your questions.
7:30 – 8:00 Breakfast & Registration
8:10 – 8:55 Retirement Plan Update: Looking At The Past, Present & Future
Dave Sargent, CFA, Vice President, Fidelity Investments
8:55 – 9:40 Human Resources Center of Excellence
Tim Ruge, Senior Product Marketing Leader, Paycor
9:40 – 9:50 Break
9:50 – 10:35 How to Avoid/Survive an IRS/DOL Plan Audit in 2018
Mark Niziak, AVP, ERISA Attorney – John Hancock Financial Services
10:35 – 10:55 Cyber Security and your Retirement Program
Doug Peterson, Chief Information Security Officer – Empower Retirement
10:55 – 11:40 The Future of Retirement
Jean Young, Senior Research Associate – Vanguard Center for Investor Research
11:40 – 11:45 Closing Remarks
This event is presented free of charge by Barnes Dennig and The Rinehart Sussli Financial Group, CPE and HR Credits will be available for attendees.