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Shipman & Goodwin LLP
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Director, Strategic Accounts and Channel Development

July Business Services
(Remote / Waco TX)

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Plan Administrator

Stones River Consulting
(Remote / TN)

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July Business Services
(Remote / Waco TX)

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Regional Sales Director

Independent Retirement
(Remote)

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July Business Services
(Waco TX / DC)

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Manager of Client Service

EPIC RPS
(Remote / Norwich NY)

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Daybright Financial
(Remote)

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Plan Administration Analyst

EPIC RPS
(Remote)

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Regional Sales Director-Heartland

July Business Services
(Remote / Waco TX / IL)

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Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

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Director of Regulatory Operations and Compliance

PCS Retirement
(PA / Hybrid)

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Team Leader

Nova 401(k) Associates
(Remote)

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Consulting Actuary

Daybright Financial
(Remote)

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Relationship Manager – Defined Contributions

Daybright Financial
(Remote)

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Senior Client Success Manager

Independent Retirement
(Remote)

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A Mid-Year Check-In for Retirement Plan Sponsors

CAPTRUST Financial Advisors

June 15, 2022
On-Demand
Webinar

In episode 41 of Revamping RetirementJennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better known as SECURE 2.0—and the newly proposed Rise and Shine Act—formally known as the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for The Nest Egg Act.

In Minute with MikeMike Webb discusses the types of investments permitted in defined contribution retirement plans.

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