Effective Employer-Sponsored Retirement Plans for Today’s Workforce

Event Date: October 11, 2016

As today’s workforce evolves, so do the legal responsibilities and best practices associated with providing a meaningful employer-sponsored retirement plan.

A well-managed retirement and financial wellness plan can:

  • help organizations reduce health related costs
  • increase worker productivity
  • reduce costs associated with workers’ compensation and long term disability

Join M3 Financial and industry experts as they share insights, best practices, techniques and compliance information to guide you in maintaining your organization’s retirement plan and engaging your workforce in owning their personal financial plan.

Featured Topics:

Save More Tomorrow – Greg Poplarski, RPA, AIF, RPP, Director, External Retirement Consultant, Allianz Global Investors

Greg Poplarski will highlight the findings of the revolutionary book Save More Tomorrow – Practical Behavioral Finance Solutions to Improve 401(k) Plans by UCLA professor Shlomo Benartzi. This presentation emphasizes practical suggestions and guidelines for deferring gratification, and refocusing 401(k) participants to ‘Save, Save More and Save Smarter.’

Economic and Market Outlook – Michael Turner, MBA, CIMA, Vice President DCIO Sales at American Century

Michael Turner will explore the current trends defining a volatile market domestically and overseas.  He will also discuss opportunities and threats, along with the economic and market trends which will continue to drive future market performance.

Fiduciary Responsibilities & Recent Updates – Joan McDonagh,   J.D., Senior Director, National Regulatory Affairs, Empower-Retirement

Joan McDonagh will share best practices for employer-sponsored retirement plans; how to stay compliant and build a fiduciary shield against increased DOL scrutiny. The presentation will clarify what employers should know to prepare for the 1,000+ pages of newly released DOL rules governing retirement plans.

Financial Wellness – Eric Milano, QPFC, Vice President, Regional Sales Consultant, USIS Financial Institutions Group at T. Rowe Price

Eric Milano will focus on one of the fastest growing trends in employer benefits.  Learn about Financial Wellness programs and guidelines to determine if a Financial Wellness program makes sense for your organization.

Who should attend?

  • Plan Fiduciaries, Members of the Investment Committee & 401(k) / 403(b) / 457(b) Decision Makers

Join us on October 11 for one of the following sessions:

Morning / Madison Session
M3 Insurance-828 John Nolen Drive, Madison, WI 53713
Check-in:  8:00-8:30 a.m. (Continental Breakfast Provided), Session: 8:30-11:00 a.m.

Afternoon / Milwaukee Session
M3 Insurance-1425 Discovery Parkway, Wauwatosa, WI 53226
Check-in: 1:00-1:30 p.m., Session: 1:30-4:00 p.m.

Read Speaker Bios

Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.


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