Employers & HR Professionals: A National Retirement Plan Education Event is coming to Iowa on October 10th

September 21, 2023 | Brian M. Thompson, C(k)P®, CPFA®, 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:

  • Personal Liability: Owners and executives can be personally liable, given the growing web of DOL and IRS regulations and the potential for employee lawsuits.
  • Excessive Costs: Retirement plans can strain finances and divert valuable time from core business functions. Professional expertise can mitigate 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 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. 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: October, 10th 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: Dave Paulsen – Annexus Retirement Solutions
  • Gabe Chamberlin – Transamerica
  • Kyle Faaborg – Qualified Plan Consultants
  • Cindy Lande, ERISA Attorney – Brown Winick
  • Kelsey Parker, Auditor – FORVIS

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, Agenda & Registration

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 October 10th!