Strategies for Today’s Group Retirement Plans

Event Date: October 23, 2019

As health, wealth and technology rapidly merge in the marketplace it’s vital for you to stay informed of the latest trends, regulations and disruptors that may impact your organization’s retirement plan.

Join M3 Financial along with experts from John Hancock and American Funds to learn more about innovations in the retirement space. This session offers an integrated point of view to help you make informed decisions.


Legislative Updates & Trends

Charlie Munkwitz, Relationship Manager, M3 Financial

The SECURE Act passed the house by a 417-3 vote. Learn what’s next with this legislation and what it means for retirement planning. In addition, gain insight on current trends, including disrupters that address financial decisions across all your employees.


Retirement Readiness

Jeff Bograd, Vice President, Senior ERISA Consultant, John Hancock  

In the end, plan design drives plan success. Options to consider will be explored, including:

  • Expansion of ‘auto’ programs to other areas like emergency savings to student loan repayment
  • Identification of the mega back door Roth and its potential benefits
  • Comparison of the ‘4%’ distribution rule to other potential strategies


A Healthy Retirement: Financial Planning with Health Savings Accounts

Chris Anast, Senior Retirement Strategist, American Funds

Learn more about the most powerful financial planning tool in Health Savings Accounts (HSAs), including:

  • The growth of HSAs being offered
  • Eligibility for an HSA and how it can be used
  • Tax and investing efficiencies
  • How HSAs can solve for unknown health care costs in retirement


Who Should Attend?

Retirement Plan Decision-Makers



October 23, 2019


AM Session – Madison

Registration: 8:00 – 8:30 am

Session: 8:30 – 10:30 am


M3 Insurance

828 John Nolen Drive

Madison, WI 53713


PM Session – Milwaukee

Registration: 1:00 – 1:30 pm

Session: 1:30 – 3:30 pm


Radisson Milwaukee West

2303 N Mayfair Road

Milwaukee, WI 53226

Register Today

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