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PENNSYLVANIA RECORD

Saturday, November 2, 2024

It’s 2024 and … It’s Decision Time in the Retirement Plan World!! on October 30, 2024

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Faegre Drinker is excited to invite you to its annual webinar focused on retirement plan matters! Our sessions this year highlight issues that have been top of mind for our clients. Mona Ghude and Kathleen Adams, co-leaders of our retirement plan group, look forward to hosting you for an informative webinar on the following topics:

Voting to De-risk Your Pension Plan: Page Fleeger, Mona Ghude

This session will feature a discussion about the life cycle of pension risk transfers and how to plan for one.

SECURE 2.0 — Distribution Elections 2024: Megan Hladilek, Mark Rosenfeld

This session will feature a discussion about optional distribution features allowed by SECURE 2.0 in the case of certain life events and will also discuss other SECURE 2.0 features impacting plan sponsors.   

Winning Investigations — Strategies for Dealing With the DOL: Heather Bader, Karen Gelula

This session will discuss common themes in recent DOL investigations, how to prepare for an investigation, and strategies to resolve issues that arise.

Schedule

1:00 PM | Voting to De-risk Your Pension Plan2:00 PM | SECURE 2.0 — Distribution Elections 20243:00 PM | Winning Investigations — Strategies for Dealing With the DOL

Have a scheduling conflict? Register for the live event and we’ll send you the on-demand recording shortly after the broadcast date. Past sessions are available to view on demand immediately after registration is complete. Content is available to view on demand through January 30, 2025. Please note, continuing education credit is not available for on-demand viewing.

Continuing Education Credit

Visit the event website for information on available continuing education credit. 

Questions

Contact Allie Lautenbacher or call +1 215 988 1188.

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