Meeting/Event Information

MT|SHRM Webinar Series

 

June 10, 2020 | 12:00 PM - 1:00 PM
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Bouncing Back with a Better Retirement Plan- Post COVID-19
Jeanne J. Fisher, Managing Director at Strategic Retirement Partners

It is more than likely that the events of these past three months has had a very dramatic impact on every business and their retirement plan. So now, more than ever is the time to review your plan. This presentation will explore creative ideas to improve your retirement plan post COVID-19. Let's get Back to Work!

Learning objectives:

  1. How COVID-19 and legislation has directly affected retirement plans, and what changes you should make administratively
  2. How plan sponsors are freeing up cash and making their retirement plan more flexible, along with advice for suspending the employer match.
  3. DOL issued final rules for Electronic Delivery of Retirement Plan Notices. How to meet safe harbor regulations and save time and money.
  4. Reflecting on how your service providers supported you and your employees during the crisis. What should you be considering?

Registration:

Members – Included with membership

Guests and Future Members – $35*

*May be applied toward membership in MT|SHRM. Contact Shannan Duggin at 615-499-5150

Details: Registration will close at 10:00 AM Wednesday morning, and log-in instructions will be emailed directly from the BigMarker host. If you don't find the email with your link to log in, in your regular inbox, be sure to check your junk mail.

This program has been awarded 1 hour of General recertification credit. "MT|SHRM is recognized by SHRM to offer Professional Development Credits (PDC's) for the SHRM-CP and SHRM SCP. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit."


Biography: Jeanne is CFP® and a CPFA with Strategic Retirement Partners. Over the past decade she has built a successful practice serving as an investment advisor and financial consultant for families and businesses.

Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. As an Ambassador to the CFP® Board, she has served as a resource for numerous national publications including Forbes Magazine, Time Magazine, USA Today, CNBC News, and US News. She has been interviewed on NPR’s “Here and Now”, “Women Rocking Wall Street”, “Doughroller”, and New York-based WebTV, AssetTV. She is a regular contributor of content to 401(k) Specialist Magazine and HR Professional’s Magazine.

Jeanne is recognized by industry leaders and colleagues for the original content published on social media. Topics range from personal finance tips to employer-sponsored plans and practice management advice for finance professionals. Using the hashtags #401klady and #cfppro, you can find her on LinkedIn, Facebook, Twitter and her YouTube page “Financial Jeanne”. Her utilization of social media promotes education for clients and helps attract and retain prospects.

Tickets

$0.00 MT|SHRM Member Ticket

$35.00 Future Member/ Guest Ticket