Is a Group Retirement Plan Right for Your Organization?

Group retirement plan arrangements are evolving rapidly. From Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) to retirement plans offered through Professional Employer Organizations (PEOs), employers have more options than ever before.

Join our panel of industry experts for a candid discussion on how these arrangements work, who may benefit from them, and the key fiduciary, administrative, and operational considerations that are often overlooked. We'll discuss current market trends, common challenges, and important considerations for employers evaluating whether to join, remain in, or exit a group plan arrangement.

Whether you're a plan sponsor, advisor, attorney, administrator, or other retirement industry professional, you'll leave with a better understanding of the opportunities and complexities surrounding today's group retirement plan marketplace.

The panel presentation will be moderated by Jennifer R. Schuessler CFP, CPFA.

Panelists include: 

Jon Chambers, Managing Director, Creative Planning Institutional Advisors, LLC, has 40 years of retirement plan industry experience, specializing in the analysis, design and implementation of retirement plan investment programs. He helps plan sponsors develop efficient and successful plan administrative structures and assists plan fiduciaries in fulfilling responsibilities and mitigating risk. Jon is a nationally recognized specialist on 401(k) fee structures. Currently, Jon serves on the subcommittee for Department of Labor (DOL) issues for the American Retirement Association’s (ARA’s) Government Affairs Committee, a group that works to help DOL simplify and refine regulatory guidance.

Sam Dart serves as in-house counsel for Hunnex & Shoemaker, a third-party administration firm based in Seattle, Washington. Mr. Dart provides advice regarding plan design, operation, and ERISA compliance to Hunnex & Shoemaker clients. Prior to joining Hunnex & Shoemaker, Mr. Dart practiced law in Tacoma, Washington with a focus on civil litigation, complex business disputes, and fiduciary fraud.

Date:  Thursday, October 29

Time: 3:30 pm doors opens; 4:00 - 5:30 Presentation; 5:00 - 6:30  Networking

Location:  Pacific Portfolio Consulting; 450 Alaskan Way S., Seattle.  NOTE:  Parking best secured at 505 1st Avenue South. Enter on the water side.

Registration Fee:

Thank you to our sponsors