"The Impact of the SECURE Act on Employee Retirement Plans"
Please join us at this annual event as our panel of experts dives into a critical conversation focused on the changes taking place in retirement plans. Be a part of this essential program regarding the advantages and disadvantages that are evolving as plans and participants transition from the “accumulation” of retirement assets to the “decumulation” phase, transitioning retirement assets into income solutions.
Moderator, Liz Harper, Member of the Firm, SobelCo, will facilitate this critical topic along with panelists:
Natalka Bukalo, President, Chartwell Consulting
Jen Mulrooney, Vice President, Regional Retirement Consultant, American Century Investments
Bill Vassas, Regional Vice President, Nationwide Retirement Solutions
During this discussion, you will gain key insights regarding:
• Reviewing the products and services that offer solutions for retirement income
• Using retirement savings for generating lifetime income
• Understanding sponsor and participant preferences
• Comparing and contrasting in-plan options
As the transformation of investments included in retirement plans continues, and additional regulatory guidance is released, the decisions facing plan sponsors, their organizations, and the participants will become increasingly important.
Please join us to learn about cutting-edge insights into the evolution taking place in retirement plans. Be aware of actions you can implement today and some for tomorrow!
Please register for this Webinar to view the dial-in info.
Member of the Firm, Director Quality Control and Employee Benefit Plans Audit and Consulting Group
Elizabeth Harper (Liz), Member of the Firm, joined SobelCo in the fall of 2009 to assume the role of Quality Control Senior Manager. In 2014 she was promoted to Director with responsibility for reviewing all of the financial statements and service...
VP, Regional Retirement Consultant, American Century Investments
Jen is part of the retirement team at American Century lnvestments® dedicated to partnering with retirement advisors, platform wholesalers, and TPAs covering the Northeast region. She has been in the financial services industry for more than...
Ms. Bukalo has forty years of experience in asset management consulting. Her investment career began at Kidder Peabody in 1982, where she was one of the founders and directors of the PRIME Asset Consulting Group. In 1989, Natalka joined Noble...
Bill Vassas is a Regional Vice President for Nationwide Retirement Solutions. Working in the state of New Jersey and the West Chester, New York territory, Bill is driven to provide better partnerships with financial professionals and better...
Dave Capodanno became a Member of the Firm at SobelCo in 2018. Prior to joining the firm, Dave served for over two decades as an Audit and Private Business Partner at international and regional public accounting firms while also draws on his...