Employers & HR Professionals: A National Retirement Plan Education Event Coming to Iowa on April 17th

March 29, 2024 | Brian M. Thompson, C(k)P®, CPFA®, President | Retirement Plan Advisor & Wealth Manager, RockWay Wealth Partners

In today's business environment, an organization's Retirement Plan holds vital importance, driven by the dual forces of risk and opportunity. Here's a concise breakdown:

Mitigating Risks:

  • Fiduciary Liability: Owners and executives can be personally liable, which is a tough reality given the growing web of DOL and IRS regulations and the potential for employee lawsuits.
  • Excessive Costs: Retirement plans fees can be too high and also divert valuable time from core business functions. Professional expertise can mitigate both these costs.

Exploring Opportunities:

  • Talent Management: Tailoring retirement plans can aid in recruiting, retaining, and rewarding top talent.
  • Financial Well-being: Advisor-led personalized financial planning can boost employee happiness, productivity, and overall workplace culture, in addition to Retirement Readiness.

In summary, an organization's Retirement Plan today demands careful attention to both risks and opportunities for long-term financial health.

I’m personally inviting you to learn more at an upcoming retirement plan education event, in person or virtual. Learn more below:

The Plan Sponsor University – TPSU
TPSU uses academic research in the form of behavioral finance, for outcome-based discussion of management and oversight of employer sponsored retirement plans, in a hands-on, interactive, thought-provoking sessions. You will learn how to better manage and optimize your retirement plan.

When: April 17th from 8am – 2pm

Where: Drake University in Des Moines.

Cost: FREE to attend; Breakfast & lunch are included

Speakers: Local subject matter experts

  • Presenting Adjunct Lecturer: Brian Thompson C(k)P®, Founder & President, RockWay Wealth Partners
  • Keynote Presentation: Jonathon Dues – Fisher Investments
  • Gabe Chamberlin – Transamerica, for ARS Retirement Income Solutions
  • Kelsey Parker CPA, Retirement Plan Auditor – FORVIS
  • Cindy Lande, ERISA Attorney – Brown Winick

CE Credits: The session will include CE credits for SHRM, HRCI, and CPE for CPAs. Additionally, attendees will gain access to TPSU’s Learning Management System and online courses for additional SHRM & HRCI CE credits!

Who should attend: HR Professionals, Owners, Executive Officers/Directors, Plan Sponsors, Plan Fiduciaries, Retirement & Benefit Committee members, benefits specialists, or other employer fiduciaries.

Find out more here: Iowa TPSU Details and Registration Here

About TPSU: TPSU is an organization who collaborates across America with local professionals to offer the most comprehensive combination of online and live workplace Retirement Plan education for employers who sponsor a 401(k), 403(b), Pension, or other similar types of Retirement Plans.

I hope to see you in person or virtually at Drake University on April 17th!