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About This Webinar

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s. The firm’s strong and growing network of financial advisors helps clients make good financial decisions for the long term.

In the workplace and voluntary benefits markets, MassMutual has been serving retirement plans for more than 70 years. It offers a full range of products and services for corporate, union, nonprofit and governmental employers' defined contribution, defined benefit and nonqualified deferred compensation plans, as well as voluntary protection benefits through the workplace such as whole life, disability, accident and critical illness insurance. MassMutual serves more than 30,000 employers and approximately three million retirement plan participants and insureds.

For more information, visit massmutual.com.com or find MassMutual on Facebook, Twitter, LinkedIn, YouTube and Google+. For information regarding MassMutual’s Workplace Solutions offerings, you may also visit massmutualatwork.com.

©2020 Massachusetts Mutual Life Insurance Company (MassMutual) and affiliates, Springfield, MA 01111-0001. All rights reserved. www.massmutual.com

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Categories:
BUSINESS & FINANCE
When: Sat, Oct 23, 2021 · 10:16 AM · 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
Head of Emerging & Mid Market Client Management, MassMutual Workplace Solutions
Sean Jordan joined MassMutual in 2004. As the leader of The Participant Development Group, he is responsible for the participant engagement and service strategy, including call centers, worksite guidance and education, and rollover sales. The primary mission of this group is to proactively engage, educate, and enable plan participants, fostering better savings and investing behaviors and delivering superior retirement outcomes.

Prior to assuming his current role, Mr. Jordan worked for the MMFG Chief Financial Officer as a consultant for MassMutual’s Capital Markets Group. In that capacity, he was responsible for enterprise financial analysis, capital forecast modeling, and rating agency support.

Prior to joining MassMutual, Mr. Jordan was a commissioned officer in the United States Navy. Mr. Jordan served ten years as a naval aviator, flying the EA-6B ‘Prowler’ aircraft, assigned to Electronic Attack Squadron 130 (VAQ-130). He made two deployments to the Arabian Gulf aboard USS ENTERPRISE and USS HARRY S. TRUMAN. He is a veteran of more than 30 combat missions over Iraq and completed 350 carrier landings. His personal awards include the Navy Commendation Medal with combat “V” device, the Strike Flight Air Medal, and the Navy Achievement Medal.

Mr. Jordan holds an MBA from Cornell University and a BA from Tulane University. He also holds FINRA Series 6 and 26 registrations.
He resides with his wife and four children in East Longmeadow, MA.
Webinar hosting presenter
Lead Regulatory Consultant
Eric Leverson, MassMutual’s Lead Regulatory Consultant, has guided plan sponsors to action through conversations, seminars, written materials, webinars and podcasts for over 30 years. He is a recognized expert in retirement policy and regulatory analysis and is well-known for explaining complex legal requirements in easily understood terms.
Eric is the creator and primary presenter of MassMutual’s popular Fiduciary Training Program. Since 2014, the Program has helped thousands of retirement plan fiduciaries understand their responsibilities and take action to mitigate risk through improved plan governance.
Eric holds FINRA Series 6, 7, 24 and 63 registrations and is a registered principal of MML Distributors, LLC, a MassMutual subsidiary.
Documents
PDF
Defined_Contribution_Partial_Plan_Terminations_RS-47598_exp_2022-1001.pdf
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Drive_Participation_with_the_Right_Plan_Design_RS9977.PDF
PDF
IRS_Eases_Physical_Presence_Requirement_for_Spousal_Consent_RS-49506-00_exp_2021-0930.pdf
PDF
Rehired_Employees_RS-46930_exp_2022-0601.pdf
PDF
Plan_Design_Considerations_for_Challenged_Plans_RS10263_091820MR.pdf
PDF
Retirement_Plan_Considerations_for_Stable_Plans_RS10259_091720.pdf
PDF
Plan_Design_Considerations_for_Growing_Organizations_RS10250_091820HR.pdf