Something New, Something Old: Recent Retirement Plan Legislation Impacting a Core Employee Benefit - Conway Center LIVE WEBINAR
Date and Time
Tuesday Jan 31, 2023
11:00 AM - 12:00 PM EST
Tuesday, January 31
11:00 am - 12:00 noon
Webinar ID: 833 2913 8762
Location
We will be using ZOOM. An email will be sent to you with the registration confirmation and log-in information from ZOOM for the webinar.
** You can test your device here: https://zoom.us/test
Note that this webinar will be listen-only mode for attendees but you can test your sound using this test link.
Fees/Admission
FREE for Conway Center members and their employees.
$50 Non-Member Fee (invoice will be sent)
REGISTER now!
Contact Information
Amy Dotts, COO & Event Mgr
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Description
Something New, Something Old – Recent Retirement Plan Legislation Impacting a Core Employee Benefit
Whether you have an existing 401(k) plan or are considering offering this benefit soon, it’s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary.
Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won’t want to miss this informative session!
REGISTER now and join us for this live webinar on Tuesday, January 31. You'll have the opportunity to submit questions during the session and view a recording post session. If you can't attend the live session - register anyway and we'll email you the recording.
SPEAKERS:
Eric Shisler, CFA, AIF®
Director of Retirement Plan Services and Senior Investment Strategist
Budros, Ruhlin & Roe
Jamie Bond, CPFA, AIF®
Retirement Plan Advisor and Accredited Investment Fiduciary
Budros, Ruhlin & Roe
