Session 1 of Retirement Plan Roundup on September 14, 2022

by | Apr 10, 2024 | Qualified Retirement Plan

Session 1 of Retirement Plan Roundup on September 14, 2022




RETIREMENT PLAN ROUNDUP: RECENT LEGAL DEVELOPMENTS & BEST PRACTICES – SESSION 1

Please join us for our new lunchtime webinar series featuring members of our Employee Benefits & Executive Compensation team who will provide employers with the latest updates and guidance on retirement plans and related issues.

SESSION 1: COMMITTEE BEST PRACTICES/MISSING PARTICIPANTS/CYBERSECURITY COMPLIANCE

Tim Brown and Laura Ryan kick off our series by reviewing compliance and risk mitigation best practices that fiduciaries should consider implementing as part of a prudent fiduciary process including steps designed to address:

Missing participants and uncashed checks
Cybersecurity risks
Compliance with new requirements applicable to the provision of rollover advice and recommendations to plan participants…(read more)


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Are you looking to maximize your retirement savings and ensure a comfortable future for yourself? If so, then mark your calendars for September 14, 2022, as the Retirement Plan Roundup Session 1 will be taking place on this date. This event is designed to provide valuable information and resources to help individuals plan for their retirement and make the most of their savings.

The Retirement Plan Roundup Session 1 will feature a lineup of knowledgeable speakers and experts in the field of retirement planning. Attendees can expect to learn about various retirement options, strategies for saving and investing, as well as tips for maximizing their retirement income.

Whether you are nearing retirement age or just starting to think about saving for the future, this event is a must-attend. It will provide you with the tools and knowledge you need to make informed decisions about your retirement plan and ensure a secure financial future.

See also  Collaborating with Azzad and Your TPA for Qualified Retirement Plans

Topics that will be covered during the Retirement Plan Roundup Session 1 include:

– The importance of starting to save for retirement early
– Different types of retirement accounts and how to choose the right one for your needs
– Strategies for maximizing your retirement savings through investments and other means
– Social Security benefits and how they factor into your overall retirement plan
– Tips for creating a budget and managing your finances in retirement
– Potential pitfalls to avoid when planning for your retirement

In addition to informative sessions and presentations, the Retirement Plan Roundup Session 1 will also provide attendees with the opportunity to network with other like-minded individuals who are also planning for their retirement. This can be a great way to share ideas, ask questions, and gain insights from others who may be facing similar challenges.

So don’t miss out on this valuable opportunity to learn more about retirement planning and ensure a secure financial future for yourself. Mark your calendars for September 14, 2022, and make plans to attend the Retirement Plan Roundup Session 1. Your future self will thank you for taking the time to invest in your retirement savings.

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