Managing benefit plans has gotten harder. The benefits landscape is always changing, and legislation over the last several years has impacted plans on a scale that we haven't seen since the early 2000s. Join us as we take a look at some of the most common benefit plan mistakes and how you (and your organization) can avoid them.

You will walk away with practical tips on:

• Simplifying your retirement plan to meet participant retirement goals and attract/retain workforce talent.
• Helping ensure you have a prudent process in place.
• Adapting your retirement plan for a remote workforce.
• How to understand all the nuances of retirement plan fees and what your responsibilities really are.
• Empowering your employees with education and resources to ensure efficient health plan utilization.

This meeting has been approved for 1.0 general recertification credit.

Presented by a team of professionals from Conrad Siegel, one of the region’s premier retirement, investment, and healthcare consulting firms:

Tara Mashack-Behney, CFP, ChFC, Partner & President of Investment Advisory Services

As the president of Conrad Siegel’s Investment Advisory Services, Tara oversees the firm’s investment consulting for all types of retirement plans including defined benefit pension plans and defined contribution retirement plans. Through Tara’s guidance, Conrad Siegel’s Investment line has grown to more than $5.8 Billion in assets under management over the last 17 years. Tara specializes in fiduciary oversight that includes Investment Policy Statement development, investment reporting & documentation, and fee analysis.

James Pyne, Partner & Benefit Consultant

Jim is a member of Conrad Siegel’s health and welfare group providing benefit plan consulting to private sector employers and other tax-exempt organizations. Jim brings a spectrum of expertise to employers to help them solve their most complex healthcare challenges: actuarial expertise to help clients with the financial components of their health plan; benefit expertise to assist them with their employee health plan offerings; and compliance expertise to keep them from reading hundreds of pages of IRS rules and guidance. With this, Jim helps measure the impact of healthcare reform, the Affordable Care Act, and its Employer Reporting requirements. Jim fits right into our actuarial ilk here at Conrad Siegel and can’t wait to get his hands on a sweet set of clean data ready to be analyzed.

Scott Gehman, ERPA, CEBS, Retirement Plan Consultant

Scott specializes in retirement plan design, consulting, and administrative services for 401(k)s, profit sharing plans, and ESOPs for many different organizations. Scott also studies retirement plan fiduciary topics and is a writer and educator for advisors and clients in this area. He is an investment adviser representative with specialties in the manufacturing, construction, and transportation industries. Scott has served in both retirement plan and investment areas, and across many different types and sizes of retirement plans giving him a holistic view of the retirement plan practice from the bottom up. Scott is also a marketing enthusiast and a member of the Business Development Committee.

This meeting will be held virtually! Your login information will be provided upon registration.