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Internal Channel Sales Team Lead July Business Services
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Mergers & Acquisition Specialist Compass
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Compass
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Relationship Manager – Defined Contributions Daybright Financial
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Senior Client Service Specialist EPIC RPS
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Independent Retirement
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Daybright Financial
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Automotive Industries Trust Funds
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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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The Pension Source
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Nova 401(k) Associates
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Independent Retirement
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Pentegra
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2024 End of Year Retirement Plan ChecklistMiller Johnson |
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Sept. 18, 2024 On-Demand Webinar |
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Frank Berrodin covers things plan sponsors need to address before year end related to qualified retirement plans, an update on SECURE 2.0 Act guidance and compliance and the status of the fiduciary advice regulations issued by the Department of Labor on October 31, 2023 and the proposed FTC ban on non-compete provisions and the impact on certain benefit plans. |