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PSNC 2020: Plan Design Considerations for Your Organizations

Tue, Sep 22, 2020 · 1:30 PM · Eastern Time (US & Canada)
About This Webinar

The COVID-19 pandemic is challenging and changing many businesses and not-for-profit organizations, and while some are struggling, others are experiencing meaningful growth.

Join Eric Leverson, MassMutual’s Lead Regulatory Consultant and Sean Jordan, Head of Emerging Client Management at MassMutual for this workshop designed to trigger your thoughts and result in re-examining your retirement plan’s provisions. Through a thoughtful review, you may decide to make changes to your plan design and operations, providing a more sustainable plan for your organization while helping employees better secure their retirement.

Workshop sponsored by MassMutual

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Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
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.
Webinar hosting presenter
Head of Emerging Client Management
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 John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Alison Cooke M
Executive Director, ISS Media
Webinar hosting presenter Rebecca M
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy H
Managing Editor Print, PLANADVISER.com
Documents
PDF
Plan_Design_Considerations_for_Challenged_Plans_RS10263_091820MR.pdf
PDF
Plan_Design_Considerations_for_Growing_Organizations_RS10250_091820HR.pdf
PDF
Retirement_Plan_Considerations_for_Stable_Plans_RS10259_091720.pdf
PDF
Speaker_Bios_-_Day_2_–_Plan_Design_Considerations_for_Your_Organizations.pdf
PPT
Plan Design As We Move Forward RS-50100-00 exp.2021-1231 - PSNC 2020.pptx
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