Fulfilling your Fiduciary Obligations!

Are you compliant with Secure Act 2.0? Have you and your providers brought your Retirement Plans into Compliance with the Secure Act?

Since the act went into law there have been updates that will impact your plans. We will dig deeper into what needs attention on the plan sponsor’s end now, as well as what provisions have been delayed. We will also discuss what provisions are optional and how they may benefit your organization.

Take employee education to the next level! You have a Fiduciary obligation to provide employees education on the use of your 403(b), 401(k), or Simple IRA, but going beyond the basics can benefit both employee and employer. A modern education approach can meet employees when they need it to advance their interest and participation in the retirement program. Better outcomes for employees can lead to better outcomes for employers through more timely employee retirements, greater appreciation of your benefit offerings, and reduced retirement plan expenses.

Our presenters will be Senior Advisor Patrick Morrissey AIF® CPFA^TM who has 29 years of industry experience with over 23 dedicated solely to retirement plans and Financial Advisor Jeff Fogle, who has 23 years of industry experience with over 15 involving retirement plan education.