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There is still a notable amount of uncertainty from an administration and implementation perspective, as additional agency guidance and clarity is needed (e.g., IRS, DOL guidance/direction).
It is helpful to think of the provisions from a mandatory (near term) vs. optional (medium term) perspective and prioritize the administration and operational aspects of the mandatory provisions, much of which will be facilitated by record keepers. Strategic consideration of the optional provisions relative to all available employee benefits is critical. While many provisions may appear attractive to employees, they may have unintended effects or administrative and operational hurdles that warrant inspection. Agenda 8:00am – 8:20pm Registration / Check-in 8:20am – 8:30am Welcome / Introductions 8:30am – 9:25am General Overview of Secure Act 2.0 9:25am – 9:30am Break 9:30am – 10:30am Considerations for Employer Plan Sponsors 10:30am Q/A / Adjourn Speakers:
Cameron M.R. Wrennall, CFA
Principal Mercer Cameron Wrennall, based in Tampa, Florida, is a Principal and Senior Investment Consultant and Defined Contribution Governance Consultant with Mercer’s mid-market practice. He is responsible for providing plan sponsors with direction on fiduciary liability, plan design, vendor analysis, plan investments/operation, and overall strategic plan management. Cameron is also a member of Mercer’s Stable Value Strategic Research Team. Cameron has 14+ years of industry experience. Prior to joining Mercer in 2017, Cameron was part of CAPTRUST Advisor’s Consulting Research Group, a centralized team offering consulting support nationally to retirement plans in the small to jumbo market. More recently Cameron founded Summit Retirement Partners, a retirement plan consulting practice affiliated with LPL Financial, catering to the small and mid-sized market. Cameron is a Chartered Financial Analyst (CFA) Charterholder. He graduated with distinction from Kenan-Flagler Business School at UNC-Chapel Hill with a degree in business administration and continues to be active within the business school. |
DATE: Wednesday, October 11, 2023 TIME: 8:00 -10:30 am LOCATION: 3111 W Martin Luther King Jr Blvd Suite 800 (Cigna office) Tampa, FL 33607 COST: $10 Members $20 Non-members REGISTRATION: Click here to register and pay via PayPal. QUESTIONS: Please contact Scot Grooms, CEBS, (813) 289-3744 
This webinar qualifies for 2 CEBS Compliance Credits. Visit www.cebs.org/compliance for more information.
HRCI credit is pending approval for 2 General (HR) Credits. SHRM credit is pending approval for 2 PDCs. |