More Breakout Sessions

PSCA has booked two more exciting and informative breakout sessions for the National Conference:

Never Too Young or Too Old: Helping Employees of All Ages to Plan for Retirement

Join us for a thought provoking, philosophical and practical discussion with Trisha Brambley, President of RESOURCES for Retirement and former U.S. Department of Labor ERISA Advisory Council Member, and Linda Robertson, Senior Financial Planner at Financial Finesse and (three?) time winner of the PSCA’s Signature award, discuss tangible steps you can put into action immediately to help your employees better prepare for retirement. Using provocative information, entertaining anecdotes and interesting facts from financial behavioral science, they will unravel some of the more complex issues regarding critical steps for retirement readiness for various age groups. As well as, innovative and practical approaches to help get employees on track for retirement. Presented by: Trisha Brambley, President, RESOURCES for Retirement and Liz Davidson, President, Financial Finesse, Inc.

Risk Intelligent 401(k) Management

There is much discussion and a lot of misinformation about fiduciary risks in retirement plans. The key is to mitigate the legal and fiduciary risks while optimizing investment performance. This session will explore the realities of investment risk from a fiduciary and legal perspective; then demonstrate methods to mitigate these risks while delivering increased investment performance. Presented by: Al Otto, Principal, Shepherd Kaplan, LLC [Previous CEO of OneFiduciary Group], Heath Miller, Principal, Shepherd Kaplan, LLC [Previous ERISA Partner at Morgan Lewis], and Client TBA, General Counsel of a Large Transportation Company (10,000+ employees)