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Pension Plan Administrator

DeMars Pension Consulting Services, Inc.
(Overland Park KS)

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401(k) Client Support Specialist

401K Generation
(Altamonte Springs FL)

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Retirement Plan Consultant

Cetera Retirement Plan Specialists
(Telecommute)

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Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

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Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)

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Plan Compliance Analyst

Retirement Planners & Administrators
(Telecommute / Falls Church VA)

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Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)
(Telecommute)

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Director of Business Development

ERISA Pros, LLC
(Atlanta GA)

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Defined Contribution Plan Administrator

The MandMarblestone Group, llc
(Telecommute / Philadelphia PA)

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Plan Administrator

BlueStar Retirement Services, INC.
(Telecommute / Jacksonville FL)

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2020 Fiduciary Summit

Pensionmark

Oct. 29, 2020
1:00 p.m. ET
Webcast

The global health crisis brought administrative and financial challenges for employers, along with legislative change, increased market volatility, and economic uncertainty.

The retirement plan is only a fraction of your responsibilities as an employer that were impacted and should be on your radar as we look ahead. We are hoping to boil it down and provide some clarity. Join our fiduciary summit to hear how to:

  • Navigate legislative and regulatory updates (CARES Act, SECURE Act, etc.);
  • Keep up with retirement plan design trends aimed at maximizing employee retirement outcomes;
  • Reduce your workload while mitigating risk, keeping compliant, and meeting your fiduciary obligations. 

AGENDA:

Pension Resource Institute & Retirement Law Group: Practical Considerations for Sponsors:  CARES Act, SECURE Act & Electronic Disclosures 

J.P.Morgan (CE credit for SHRM, HRCI, CIMA, CFP, CLU/ChFC)Guide to Retirement - Must attend live to receive CE credit. 

Industry Panel with Retirement Plan Specialists: What's to come and where are we headed?

Please note, the event is scheduled for 2 hours with breaks. We are blocking extra time for Q+A, as needed. If you cannot attend live please register to receive the replay!

More Information, How to Register

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