"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!