What Benefit Plan Sponsors Need to Be Talking About

Employee Benefit Plan Sponsor Roundtable

Wednesday, September 12th, 2018

Please contact us here for the password to this recording.

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.

Watch the recording above for a fast-paced lunch presentation covering the key topics employee benefit plan sponsor should be talking about:

  • Legislation and regulatory changes that may could impact retirement plans and participants
    Dan Notto, ERISA Strategist with Retirement Solutions, J.P. Morgan Asset Management
  • Health Meets Wealth: What Role Do Health Savings Accounts (HSAs) Play in Retirement Investing
    Ryan Doyle, Retirement Plan Counselor and Ryan Tiernan, National Accounts Manager, American Funds

About the Speakers:

Daniel A. Notto is an ERISA Strategist with Retirement Solutions at J.P. Morgan Asset Management. Dan leverages more than 30 years of experience to provide legislative and regulatory insights to DC plans and financial advisors across the country. He is a frequent speaker and author on legal matters related to tax-favored savings plans such as 401(k)s and IRAs.

Ryan Doyle is a retirement plan counselor at American Funds, part of Capital Group, responsible for relationship management and sales development in Indiana and southwest Ohio. He has 18 years of industry experience and has been with Capital Group for 14 years. Prior to joining Capital, Ryan worked as a financial advisor at Edward Jones and Charles Schwab. He holds a bachelor’s degree in science in public management and finance from Indiana University. Ryan is based in Carmel, Indiana.

Ryan Tiernan is a national accounts manager at American Funds, part of Capital Group. He has 16 years of industry experience and joined Capital Group in 2016. Prior to joining Capital, he founded Access Point HSA. He holds a bachelor’s degree in biology from the University of Massachusetts at Amherst. He also holds the Accredited Investment Fiduciary®, Certified Investment Management Analyst®, Chartered Retirement Planning Counselor® and Chartered Retirement Plans Specialist® designations.

This event is presented free of charge by Barnes Dennig and The Rinehart Sussli Financial Group.