Creating Better Retirement Plans
Employer Roundtable: May 13th | Indianapolis, IN @ 9am - 11:30am (Skyline Club)
 

for HR & Finance Executives responsible for their organization's 401(k) or 403(b) retirement plans

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1.) Find and Lower Hidden & Confusing Fees - for employees!

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Hosted by: ClearPoint Financial Partners

Sponsored by: OneAmerica Retirement Services

Guest Speakers: Fidelity Institutional & Peter Dunn, a.k.a. Pete-the-Planner 

Post Event Entertainment: Indy Grand Prix, Practice & Qualifying: OneAmerica IMS Suite

 

A select group of finance and HR executives have been invited to a roundtable discussion on how to create better retirement plans for their organizations and employees. Industry experts will be leading conversations on uncovering hidden fees, defining fiduciary best practices, understanding ESG and target-date Investing and implementing financial wellness programs.

The roundtable format will provide an opportunity for thought leadership from subject matter experts, and also allow for conversation amongst peers. Roundtable participants will be executives with oversight responsibilities for their organization’s 401(k) or 403(b) retirement plan. 

When: May 13, 2022 from 9am to 11:30am EST 

Where: Skyline Club in the OneAmerica Tower, downtown Indianapolis

Who: Executives who oversee their organization's retirement plan

Post Event Entertainment: Indy Grand Prix, Practice & Qualification | OneAmerica Suite: 12pm - 6pm (optional)

Agenda of topics covered in the roundtable

- Uncovering hidden and confusing fees (and how to lower them)

- Fiduciary best practices and risk reduction

- Trends in target-date portfolios & ESG investing

- Financial wellness program benefits and implementation

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Peter Dunn
a.k.a. Pete-the-Planner

Financial wellness programs – engage employees on their financial lives beyond the retirement plan. Studies have shown that stress caused by student debt, childcare expenses, caring for aging parents and more, get in the way of employees participating in their employer sponsored retirement plans – and often impacts job performance. Pete will share insights on how a financial wellness program can spark employee participation and overall satisfaction.

Conversation leader: Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and financial mind. He’s a USA TODAY columnist and the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles. He is the host of the popular radio show and podcast The Pete the Planner Show. Pete has appeared regularly on CNN Headline News, Fox News, Fox Business as well as numerous nationally syndicated radio programs. Pete lives in Carmel, Indiana with his wife and two young children.

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Mike Grimme
ClearPointFP

Uncovering hidden and confusing fees  - many employers don’t know all the fees their employees pay inside their retirement accounts. Excessive fees can add up to tens of thousands of dollars for a single employee over their career. These fees can also create significant liability for employers and plan fiduciaries. Learn how to find and lower hidden fees within your retirement plan, keeping more of your employee's retirement dollars in their accounts and reducing fiduciary risk for you and your organization.

 

Conversation leader: Mike Grimme, Managing Partner, ClearPoint Financial Partners and author of "An Employer's Guide to a Retirement Plan that Works." Mike has 30 years of retirement plan experience ranging from developing recordkeeping software, 401k, 403b & 457 products, investment platforms, ESG target portfolios & outsourced fiduciary solutions. A graduate of Indiana University, Mike grew up in Indianapolis and now lives in Seattle with his wife Melanie who have two children, Caroline and Matthew.

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Rachael Brumund
Fidelity Institutional

Trends in target-date solutions  – are the #1 investment option within 401(k) & 403(b) plans, capturing over 60% of all new contributions - making it important for fiduciaries to understand how these portfolios work. Our discussion will include taking a closer look at active vs passive vs blend management styles, glide-path strategies and risk adjusted performance comparison tools.  

Conversation leader: Rachael Brumund, VP-Fidelity Institutional. Rachael has been in the financial services industry since 2006, working for national retirement providers, including TransAmerica, ADP and Goldman Sachs Asset Management. Rachael is a graduate of the University of North Carolina and lives in Portland, Oregon.

What is ESG investing and how does it fit in your plan –   Environmental, Social and Governance (ESG) investing is one of the hottest topics with employers, asset managers and within the retirement industry. Learn what ESG is, how the landscape has changed from the “socially responsible” investing of the 1970’s and 80’s, and IRS/DOL (Department of Labor) guidance on adding ESG funds to retirement plans.

Conversation leader: Mike Grimme & Rachael Brumund

Fiduciary best practices – answering questions like, “who is a fiduciary?”, “what are a fiduciary’s duties to the plan?”, and “how can employers better manage fiduciary liability?,” is important to any employer sponsoring a retirement plan. Hear fiduciary best practices and practical steps to limiting fiduciary liability from an ERISA attorney & ERISA plan auditor.

 

Conversation leader: OneAmerica