Benefits Breakfast: Retirement Planning and Employee Benefits

This program has been cancelled and will be rescheduled for a later date. We apologize for the inconvenience. 

Tuesday, August 22, 2017
Capitol Hill Management - Training Center

Behind direct compensation and health care, retirement benefits are the next most important offerings an association can provide to an employee. However, bench-marking “What should we offer?” is a problem organizations face every day because of the diversity of what is available in the marketplace. This session will cover the different packages that can be offered, the pros and cons of each, and how to design the retirement plan for your association as part of the overall compensation package. Furthermore, certain types offerings can be used as niche benefits to reward, attract, and retain key people.  

In addition to these key points, this space in general has come under increasing regulatory scrutiny over the last several years. Knowing who is a fiduciary on these plans, how they should go about protecting themselves, and what are the best practices to make sure the plans are managed with an expert standard of care has become paramount regardless of the size of the organization.  

Panelists: 

Robert J Scrivens AIF, CFP
Managing Partner
Steadfast Risk Advisors, LLC

Marisa Teller, ERPA, QPA, AIF Member
Strategic Pension Services

Thomas Martin
Regional Vice President
John Hancock Retirement Services

Questions about this program? Contact Vanessa LaClair, CMP, Executive Director at vanessa@essae.org or (518) 463-1755.