Registration/Breakfast 8:00 AM Speakers at 8:50 AM Lunch at Noon
How will 401(K) Emerge? America's Employer-Driven Private Retirement System; Conversations About "Next Generation Retirement Plans" is the theme for a top level symposium to address many facets of an effective 401(K) retirement system for private sector employers. Featuring two of the most-respected national experts on employer retirement plan development, the half day symposium will provide attendees with key insights into their own plan as well as models for compliance, achieving key objectives for the employer and its employees, as well as sharing some out of the box concepts for developing an effective plan.
The U.S. faces an impending crisis of worker retirement shortfalls. Chamber members and financial executives are invited to a rare opportunity for business leaders to hear America's foremost authorities discuss how employers can drive a successful U.S. retirement system. The featured experts are:
Fred Reish, one of "The Best Lawyers in America." Reish is an ERISA expert and highly-sought speaker. In 2011, he was selected by PLANADVISER magazine as one of the 5 Legends of the retirement industry and by PLANSPONSOR magazine as one of the 15 Legends in the development of retirement plans. 401kWire has consistently selected him as one of the 401(k) Industry's Most Influential Persons. He has written four books, over 350 articles and writes a monthly column for PLANSPONSOR magazine.
Ted Benna, president of the 401(k) Association, is known as the "Father of 401(k)." Benna created and gained IRS approval for the first 401(k) plan. Money Magazine selected him as one of eight individuals for its special 20th Anniversary Issue Hall of Fame. Business Insurance named him as one of the four People of the Century. Benna has authored four books; the latest is 401(k) for Dummies.
Joel Radakovitz, one of the most highly credentialed retirement experts in the U.S. President of ThePensionSpecialists, Ltd. (TPS), founded in Rockford in 1987, he has 34 years of industry experience. Joel entered the business in 1978 (The same year 401(k) was enacted into law). He began consulting in Rockford in 1982 and moved to Rockford in 1987. His first office was a mere 750 sq.ft. , and now TPS group has a 10,000 Sq. ft. facilty, 28 employees and $3.2 Million in annual revenue. TPS partners with hundreds of investment professionals to design and administer plans focused on participant success. TPS serves over 900 retirement plans in 15 states covering nearly 30,000 participants.
Apollo Lupescu, has a PhD in economics and is a Vice President at Dimensional Fund Advisors. He has served in a variety of roles in the U.S. State Department and frequently speaks at various industry events across the country. He will address the current state of both the World and U.S. economies, and discuss other events that impact retirement plan fiduciary decisions.
Endorsing Sponsors: EBANI | ICPAS-Northern Chapter | SHRM