What Indiana Benefit Plan Sponsors Need to Be Talking About

Indiana Employee Benefit Plan Sponsor Roundtable

Wednesday, September 12th, 2018
11:30 am - Registration and Lunch
12:00 - 1:30 pm - Presentation

Maggiano's Little Italy
at the Fashion Mall at Keystone
3550 E 86th St, Indianapolis, IN 46240

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 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
  • What do you want this plan to be? Strategies on plan design concepts based on plan sponsor goals
    Jason Brown, APR, CBC,  Qualified Retirement Plan Strategist, Benefit Plans Plus, LLC

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.

Jason Brown serves as Principal over the Indiana Territory for Benefit Plans Plus, LLC. He has more than 18 years of retirement plan industry experience as a Retirement Plan Advisor, Qualified Retirement Plan Strategist, Consultant and Compliance Administrator. He has written numerous published industry related articles and currently serves as a committee member for the American Society of Pension Professionals & Actuaries (ASPPA) Plan Consultant Magazine.

CPE credits for CPAs, SHRM and HR Credits will be available for attendees. This event is presented free of charge by Barnes Dennig and The Rinehart Sussli Financial Group.


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