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About This Webinar

At Empower our singular focus is on helping people replace—for life—the income they made while working. As the second largest provider of retirement savings plans in the U.S. with more than 9.7 million participants, our innovative approach to retirement savings has proven to get results for plan sponsors and participants alike. We provide award-winning communications strategies and cutting-edge plan design; and our partnership with Great West Investments allows us to offer unique investment options for people at any life stage. We invite you to visit our booth and see the latest enhancements to our comprehensive retirement planning experience.

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When: Fri, Oct 22, 2021 · 2:58 PM · Eastern Time (US & Canada)
Language: English
Who can attend? Anyone with the event link can attend
Dial-in available? (listen only): Yes
Dial-in Number: Please register for this Webinar to view the dial-in info.
Featured Presenters
Webinar hosting presenter
Internal Sales Director, Empower Retirement
Jacob McCloy is an Internal Sales Director for Empower Retirement. In his role, he partners with a Regional Sales Director to consult and collaborate with advisors, third-party administrators and registered investment advisers in the core market to gain and retain retirement plan business. He also pairs his industry knowledge and experience with Empower’s suite of 401(k) products and services to provide advisors with dedicated and consultative support.

Jacob joined Empower in 2019.

Jacob holds a bachelor’s degree in business from the University of Colorado Colorado Springs. He currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials in addition to applicable state life and variable life insurance licenses.
Webinar hosting presenter
Internal Sales Director, Empower Retirement
Mike Morris is an Internal Sales Director for Empower Retirement. In his role, he partners with Regional Sales Directors to provide advisors with dedicated and consultative support across the Empower suite of 401(k) products and services in the core market. Mike joined Empower in 2019.
Mike holds a bachelor’s degree from the University of Vermont. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license.
Webinar hosting presenter
Internal Sales Director, Empower Retirement
Nick Blasi is an Internal Sales Director for Empower Retirement. In his role, he partners with Regional Sales Directors to help provide dedicated support related to the pricing and proposal distribution of the Empower suite of retirement products. He also provides industry insights and retirement plan solutions to help establish success for his clients.

Nick joined Empower in 2018.

Nick holds a bachelor’s degree in economics and political science from the University of Colorado Boulder. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license.
Webinar hosting presenter
Regional Sales Director, Empower Retirement
Eric Leavitt is a Regional Sales Director for Empower Retirement. In his role, he is responsible for business development in the government market across the western United States.

Eric joined Empower in 2015. Prior to joining the organization, he worked for an investment and plan consulting firm.

Eric holds a bachelor‘s degree from Colorado State University. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license.

In his free time, Eric serves on the board for the Colorado Public Pension Coalition.
Webinar hosting presenter
Regional Sales Director, Empower Retirement
Gary Plourde is a Regional Sales Director for Empower Retirement. In his role, he is responsible for sales efforts in the government market, working with plans with assets over $50 million located in the eastern region.

Gary joined the organization in 1990. He has also held sales and management roles at SunTrust Bank and Transamerica and has 31 years of industry experience.

Gary holds a bachelor’s degree from Oakland University. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license and holds a Florida life and health insurance license.
Webinar hosting presenter
Investment Sales Director, Great-West Investments
Matthew Teevan is an Investment Sales Director for Great-West Investments™. In his role, he is responsible for communications, distribution and sales related to GWI offerings in the core market for the northeast region. He works closely with advisors, consultants and registered investment advisers on complex issues surrounding investments, retirement plan design and longevity for plans and their participants.

Matthew joined GWI in 2018 and has 23 years of experience in the financial services industry. He has also served as the Northeast Defined Contribution Specialist for Russell Investments, and he has held various service and sales roles at Merrill Lynch, where he actively established and developed relationships with advisors and consultants.

Matthew holds a bachelor’s degree in business administration with an emphasis in finance from West Virginia University. He currently maintains FINRA Series 7 securities registration and Series 66 state securities license. Matt is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Plans Specialist™ (CRPS®) and Chartered Retirement Planning Counselor™ (CRPC®) designations from the College for Financial Planning® (CFFP).
Webinar hosting presenter
National Accounts Director, Empower Retirement
Kerra Schroeder is a National Account Director for Empower Retirement. In her role, she is responsible for growing and maintaining strategic relationships with key broker-dealers and advisors/advisor teams across all markets.

Kerra joined Empower in 2016 and has also served as a Premier Partner Consultant and as an Internal Sales Director. Before joining Empower, she was an account manager with E&J Gallo in the Denver metropolitan area. She has also competed internationally as a professional volleyball player.

Kerra holds dual bachelor’s degrees in Spanish and linguistics with a certificate in applied business from the University of Colorado, Boulder. She currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license as well as applicable insurance licenses.
Webinar hosting presenter
National Accounts Director, Empower Retirement
Corey Gallifant is a Regional Sales Director for Empower Retirement. In her role, she is responsible for managing our central region, which includes Arizona, Colorado, Minnesota, New Mexico, Oklahoma and Texas, in the government core market.

Corey joined the organization in 2013 as a member of the implementation department before moving to the core 401(k) internal sales desk supporting the North Carolina territory. As a regional manager of internal sales, she drove numerous sales initiatives that propelled the core 401(K) sales team to new records.

Corey holds a bachelor’s degree in business administration with an emphasis in finance from the University of Arizona. She currently maintains FINRA Series 6 and 26 securities registrations and the Series 63 state securities license and holds life insurance licenses.
Documents
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Healthcare_trends_How_healthcare_employers_are_adjusting_retirement_plans_during_the_pandemic.pdf
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It_s_not_about_generations.pdf
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How-COVID-19-is-affecting-retirement-plans.pdf
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Key_Questions_For_Your_Retirement_Plan_Provider.PDF