Meeting Register Page

SobelCo Employee Benefit Plan Symposium
"Fast Forward One Year Later: A Global Pandemic Changed Retirement Plan Landscape"

Join Panelists: Brian Gregov, Director, Retirement Plan Consulting, Wealth Enhancement Group; Elizabeth Harper, Member of the Firm and Director of Employee Benefit Plans Audit, SobelCo; Frank Palmieri, Attorney at Law, Palmieri & Eisenberg; Alison Smith, Vice President - Retirement Solutions, Principal Financial Group Moderator Sally Glick, Principal of the Firm, SobelCo and Key Note/Closing Remarks Alan Sobel, Managing Member, SobelCo for a deep-dive discussion as our panelists address critical challenges impacting future retirement plans

Leveraging a virtual platform for this unique event, the panelists will engage in a robust conversation, addressing critical concerns, and anticipated obstacles, such as:

• Cybersecurity: Why it matters for your organization’s retirement plan

• Designing a successful Post-COVID Plan to maximize tax benefits

• Top fiduciary concerns

Audience participation will be encouraged, with ample time allotted for attendees to pose questions to the experts!

May 12, 2021 08:30 AM in Eastern Time (US and Canada)

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