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Managing Your Retirement Plan in 2015 and Beyond

   
Date:May 7, 2015
Time:7:30 a.m. – 11:00 a.m.
Location: Lucas Oil Stadium - Quarterback Suite
500 South Capitol Avenue
Indianapolis, IN 46225
Format:  Presentation and panel discussion

By making the decision to offer employees a qualified retirement plan, employers have taken a crucial step toward helping them prepare for retirement. However, employees may need more help to guide them to a successful retirement. In addition to the fiduciary obligations levied to a plan sponsor, corporate retirement plans require full-time attention. This seminar will cover effective strategies for achieving a successful retirement plan – for both employees and employers. 

Patrick Brauer and Bernadette Fletcher of KSM's Employee Benefit Plan Services Group will present on Department of Labor and Internal Revenue Servcie audit initiatives. Additional speakers/panelists include:

Topics/ Featured Speakers:

Walking Through the Regulatory Minefield

  • John Carl (The Retirement Learning Center) – Washington Update
  • Stephanie Smithey (Ogletree Deakins) – Fiduciary Best Practices                     from a Legal Perspective

Getting Your Employees to a Successful Retirement

  • Greg Poplarski (Allianz Global Investors) – Behavioral Finance and                       Its Impact on Employees
  • John Kutz (Legg Mason Global Asset Management) – Why Retiring           Employees Is Good for Your Bottom Line
  • Joe Matis (Morgan Stanley), Mark Glately (JPMorgan Chase),                       John Purcell (Manning & Napier) and Greg Poplarski – QDIA and Target                 Date Investments

Who Should Attend: 

Employers sponsoring group health plans, group health plan administrators, employee benefits administrators, human resource professionals, small business                           owners and chief financial officers 

For more information or to register, contact Joe Matis at joseph.matis@morganstanley.com by Friday, May 1.