11:45 a.m. - 1 p.m. (includes lunch)
Speaker: Paul Powell, AIF, PRP, PPC; NFP Retirement
Please join us and speaker Paul Powell, for a discussion about the new regulatory proposal the DOL issued, as well as best practices plan sponsors should consider.
Target date funds are rapidly becoming the investment of choice for millions of retirement plan participants. But with success comes scrutiny. Many plan sponsors are unaware of the Department of Labor issued specific guidance in the form of "tips." They want plan sponsors to consider these "tips", with regard to the selection and monitoring of target date funds, including whether non-proprietary or custom models should be considered.
Please RSVP by Thursday, May 14. If you do not have an ASPPA user ID and password, please create a free ASPPA account here. If you already have an account and do not know your login information, please contact ASPPA Customer Care.
Meeting Fees (sandwiches will be served)
ASPPA Member | $30 |
ABC/ASPPA Member | $30 |
ABC-Only Member | $40 |
Non-member | $50 |
CE Credit Info
Location
Contact
Michelle Hagan, QKA (Email)
About the Speaker
As a well-known speaker, writer and expert in the retirement plan industry, Paul specializes in helping corporations design, implement and monitor retirement plans. A plan sponsor and participant advocate, Paul’s expertise is in provider negotiations, with a focus on lowering total plan and administrative costs for plans of all sizes. Paul's interest in Behavioral Finance has helped plan sponsors understand how plan design can dramatically improve their employees’ ability to successfully retire. Outside of the industry, Paul will be found biking with his family,playing drums and as an amateur photographer, taking lots of pictures.