Event Details

Group Retirement Best Practices: What You Can Do Now

to Make Your Plan Better Today​

This interactive seminar provides a strategic framework for comprehensive retirement plan management.  Discover proven governance frameworks, investment strategy optimization, and operational excellence techniques to help optimize your retirement plan and engage your employees.

Learn the strategies and tactics top performing group retirement plans use to increase efficiency, minimize potential liabilities, and help provide a better retirement plan for your employees.

Key Seminar Highlights:

• Plan Governance Best Practices: Establishing effective oversight structures and processes

• Plan Investments: Implementing prudent investment strategies and participant education

• Plan Operations: Ensuring timely and compliant plan administration and risk management

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Speaker:  Alex Langan, Chief Investment Officer, Langan Financial Group

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MORE DETAILS

•  Pre-registration required by emailing Wendy Button by midnight on Thursday, October 9th.  Payment instructions will be given upon registering.
• The Chapter pays for the headcount given to BCC the Friday prior to a meeting.  Cancelations of prior registration must be received by midnight on Thursday, October 9th to avoid invoice for the meeting fee.
• No refunds or credits will be issued for cancelations after midnight on Thursday, October 9th or no-shows.
• Doors open at 7am for check-in and networking.  
• Meeting begins at 7:30
• Speaker begins at 8:00
• Hot breakfast buffet is included
• Photographs may be taken and used in Social Media and Marketing.  If you wish not to be photographed, please let us know during check-in
• The Berkshire Country Club dress code business casual. 

This meeting has been submitted for 1 HRCI and SHRM recertification credit. 

Approval is pending