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Pentegra
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Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Mergers & Acquisition Specialist Compass
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Senior Client Service Specialist EPIC RPS
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Compass
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Regional Sales Director-Mid Atlantic July Business Services
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Combo Retirement Plan Administrator Strongpoint Partners
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Relationship Manager for Defined Benefit/Cash Balance Plans MM Daybright Financial
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Automotive Industries Trust Funds
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Strongpoint Partners
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Director, Strategic Accounts and Channel Development July Business Services
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The Pension Source
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Internal Channel Sales Team Lead July Business Services
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Daybright Financial
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Independent Retirement
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Independent Retirement
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Year-End Checklist for Your Retirement Plan: 2020Faegre Drinker |
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Oct. 22, 2020 On-Demand Webinar |
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Each year, retirement plans’ fiduciaries have a lot of responsibilities as they prepare for year-end. This year, fiduciaries and plan sponsors have a few extra “to do’s” on their list, with the passage of the CARES and SECURE Acts within the past year. Join Summer Conley, partner at Faegre Drinker, and Bonnie Treichel, co-founder and COO of ZUNA, on Thursday, October 22, 2020, at 1:00 p.m. ET for an actionable audiocast that will cover the tasks that are most critical to preparing for a successful year-end and start to 2021. Topics include:
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