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View More Western Pension & Benefits Council - Orange County Chapter Webcasts and Conferences

Retirement Plan Alternatives for Small Plan Sponsors: CalSavers, or Pooled Employer Plans -- Which Is the Best Alternative?

Western Pension & Benefits Council - Orange County Chapter

Oct. 22, 2020
8:00 a.m.. - 9:45 a.m. PT
  • CalSavers-how it addresses the retirement needs of employees of small employers  
  • Pooled Employer Plans-alternatives to CalSavers that are available to small plan sponsors


The State’s Retirement Mandate & How CalSavers Fits In

The State of California’s new retirement mandate is here. Based on legislation enacted in 2017 and rolled out last year, employers that don’t already sponsor a retirement plan and have at least five employees will need to register for CalSavers by their specified deadline. The deadline for the largest employers (with more than 100 employees) was on September 30 and the next two deadlines are in 2021 and 2022. Employers and advisors should understand their options for compliance and explore how CalSavers measures up compared to private options.

In the session, Katie will discuss:

  • The State requirements and options for employer compliance
  • CalSavers 101
  • Progress Report
  • Impact of COVID


Pooled Employer Plans

Do you feel the PEP?

The SECURE Act, passed into law in December 2019, provides for Pooled Employer Plans (PEPs). Aon believes these next-generation retirement plans will be transformational for 401(k) and the broader defined contribution plan system. Rick Jones, Senior Partner, National Retirement Practices / Retirement Solutions from Aon will discuss how they believe PEPs will produce more economies of scale and better outcomes for participants, less fiduciary risks for employers, and allow organizations to better focus on core and essential functions.

In the session, Rick will discuss:

  • The basics of PEPs
  • The current and anticipated regulatory environment
  • Principles to consider when evaluating PEPs

Client, prospect, and other stakeholder responses to PEP offers 

 Our speakers:

CalSavers: Katie Selenski, Executive Director of CalSavers, appointed by the California State Treasurer in 2017 to serve as the first Executive Director of the California Secure Choice Retirement Savings Investment Board, which operates CalSavers, the state’s pioneering retirement savings program. The program will provide a path to retirement security for millions Californians who currently lack access to a retirement savings vehicle at work.

Prior to taking the helm at CalSavers, Ms. Selenski was the State Policy Director for pension policy at The Pew Charitable Trusts in Washington, D.C., where she managed Pew’s efforts to help fiscally distressed states and cities undertake data-driven pension system improvements.  Previously, she was a senior manager with the nonpartisan public sector consulting firm Harvey M. Rose Associates, based in San Francisco, where she advised policymakers on a wide array of budget, management, and policy matters, including pensions. She has also worked as a municipal bond rating analyst, a legislative fellow in the California Assembly, and the director of an historic statewide nonpartisan youth voter turnout initiative. Ms. Selenski is a member of the advisory board of the Aspen Institute’s Leadership Forum on Retirement Savings. She is a graduate of the University of Chicago and the John F. Kennedy School of Government at Harvard University.

Pooled Employer Plans: Rick Jones, a Senior Partner and Leader of the National Practices Group for Aon’s Retirement Practice. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a Member of the American Academy of Actuaries. During his 30+ years with the firm, Rick has consulted on a broad range of retirement plan financial strategy and design issues for our largest clients, including benefit design and competitiveness, financial strategy, and approaches in mergers and acquisitions.

Rick has appeared on CNBC’s Nightly Business Report program, and been quoted by the Wall Street Journal, Pensions & Investments, Money magazine, the Financial Times, Business Insurance, and Morningstar. He has also met with numerous federal government administration and legislative representatives and committees, including presentations to Senate Finance Committee staff, House Ways and Means members, Department of Labor, and Treasury Department executives. He also testified before the Senate Health, Education, Labor, and Pensions Committee during October 2009 on pension relief issues in response to the “great recession.” Rick is currently a member of the Executive Board for the American Benefits Council, and previously served on the Board of the ERISA Industry Committee.

Most recently, Rick took the lead as Aon actively engaged with members of Congress, Congressional staff, and private industry leaders on retirement legislation, including the SECURE Act, signed into law by President Trump on December 20, 2019. This included multiple years of work to ensure that SECURE and other provisions can be truly beneficial and transformational for employer-sponsored retirement plans.

In his role as National Practices Group leader, Rick is responsible for helping deliver the highest quality work, highly valued added consulting, and operational excellence to our clients. His group includes the Chief Actuary and team, our Legal Consulting and Compliance practice, Annuity Placement and Insurance team, Design and Strategy team, and additional subject matter experts.

Rick’s clients have included Verizon Communications, Inc., Fortune Brands, Inc., Chevron Corporation, Sears Holdings Corporation, Marathon Petroleum Company, and Marathon Oil Company.

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