When:
Thursday, September 16, 2021
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
12:00 PM
Welcome
12:00 - 1:00 PM
Virtual Session (Including Q & A)
Registration & Cancellation Policies:
Register and/or send cancellations by noon on Wednesday, 9/15/21 to:
CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact
Michelle WeissFinancial Executives International
920.750.9110
michelle@mwcommunications.org
Session Topic
The Evolution of Retirement Plans
Summary & Learning Objectives
The SECURE Act created opportunities for companies and their employees to help prepare for retirement. Notably, it allows employers to provide 401(k) benefits through a pooled plan solution rather than providing a single employer plan. Our presentation will focus on the benefits of pooled employer plans compared to most single employer plans we see in the market. Learnings will include:
- What are Pooled Employer Plans (PEP) and how do they work?
- Why are PEPs better for employers?
- What is the employee/participant experience in a PEP?
- How do PEPs provide better retirement outcomes for employees, less risk for company committees, and less administrative work for employers?
Josh Butler, FSA, EA
Partner | Aon
Biography
Josh is a Partner in Aon’s Retirement Solutions practice based in Chicago. He consults on all aspects of qualified, nonqualified, and postretirement welfare plans. Josh has significant experience with all types of actuarial valuations and consulting with employers on accounting and funding decisions. He has experience with retirement plan design and nondiscrimination testing. Josh also consults with our clients on broad aspects of their benefits programs through Aon's Benefit Index® with a focus on the utility industry.
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
