Please join us for an hour conversation with a Benefits Advisor at the U.S. Department of Labor, as they review 2020 and discusses the DOL’s focus for 2021. An open forum Q/A will also take place.
Please join us for an hour conversation with a Benefits Advisor at the U.S. Department of Labor, as they review 2020 and discusses the DOL’s focus for 2021. An open forum Q/A will also take place.
Nexus Administrators is a recently rebranded partnership between two powerhouse administration firms in the Central Valley – All Valley Administrators and Retirement Plan Consultants. Join Tom Tsaris, leader of Nexus and foundational retirement figure as he gives an overview of the most popular topic in the retirement plan industry today, Pooled Employer Plans.
Target date funds have become the dominant investment option in 401(k) and other retirement plans. Research has shown that including sustainable factors in investment analysis may help enhance returns and mitigate risks. Incorporating ESG investment considerations into target date funds and retirement plan fund lineups is a relatively new development, bringing the best of both […]
Trish McGinity is the Head of Cybersecurity Communications for Empower Retirement. In her role, Trish is responsible for delivering high-level security and technology presentations on the Empower cybersecurity program and related technology advancements to educate prospective, new and existing clients as well as Empower associates, including members of the executive leadership team.
Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed […]
Kravitz, Inc. is credited with establishing the first pension plan in Los Angeles in 1975. Since then, Kravitz has grown to become the nation’s leader in a unique retirement plan called Cash Balance Plans. Join Ken Guidroz, Director of New Plan Design, as he discusses Cash Balance Plan design, and how Cash Balance Plans can […]
John Menke co-authored the landmark ESOP legislation which subsequently spawned the industry. In 1974, he founded Menke & Associates, the first ESOP advisor firm in the country. Join The Menke Group as they give an overview of the ESOP industry, and explain why these plans can provide unique value to business owners and retirement plan […]
QDIAs can play a valuable role in helping plan sponsors manage risk while providing participants a well-diversified investment vehicle to save for retirement. An essential component is the process they follow to select and monitor their QDIA.
Jason Fewell is a Regional Vice President for Empower Retirement. A former record-setting Empower wholesaler, Jason was made Regional Vice President to lead sales efforts in the 14 states that make up Empower’s West Region. With over 20 years of industry experience, Jason has lived through the rise and fall of several major retirement plan […]