SobelCo 2022 Employee Benefit Plan Symposium

"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!