Retirement Plan Seminar
PROGRAM DESCRIPTION:
Our quarterly Top DC Trends and Developments is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals, and investment committees stay up-to-date on recent events that could have an impact on plans or plan participants.
The seminar will cover the following information:
- Quarterly highlights: Best practices for plan sponsors
- Participants’ corner: Timely insights about the retirement readiness of plan participants
- Legislative review: A summary of new and pending legislation
- Regulatory review: News from the Department of Labor and other regulatory bodies
- Legal review: An update on high-profile ERISA cases
SCHEDULE:
- 8:00 - 8:30 AM Networking & Coffee
- 8:30 - 10:00 AM Presentation/Q&A
Location: NEIT, East Greenwich Parsons Hall with a Hybrid Option
This program has been submitted for HRCI and SHRM credits.
PRESENTERS:
Ruben Gonzalez, Retirement Director, Defined Contribution and Wealth Advisor Services, Strategic Retirement Partners
Ruben Gonzalez is a Retirement Director, North division, for the Defined Contribution and Wealth Advisor Services Team at Janus Henderson Investors. In this role, he provides thoughtful advice and consultation to his Janus Henderson peers and financial advisors regarding some of today’s most complex retirement issues. Mr. Gonzalez draws on his extensive knowledge of qualified plans and the retirement industry to assist advisors and plan sponsors with their retirement plan objectives and concerns. Prior to joining Janus in 2015, he was a vice president and corporate retirement plan specialist at Deutsche Bank. Earlier, he held a financial consultant and sales position at The New England Insurance and Investment Company in New York City.
Mr. Gonzalez earned a bachelor of science degree in business marketing from Manhattan College. He holds FINRA Series 7 and 63 securities licenses and has 23 years of financial industry experience.
Jamie Worrell, Strategic Retirement Partners
Jamie has advised organizations and their employees in matters related to retirement plans and investments for over 25 years. He has built a successful retirement plan team and client base by staying on top of emerging trends and cutting through jargon so clients can understand and use what they learn. His passion with employers is helping them stay informed, reduce their fiduciary liability, and offer competitive, affordable retirement benefits; and his passion with individual investors is helping them save, plan, and invest wisely. Jamie is a frequent speaker and industry commentator nationally and locally. He has been recognized by Plan Sponsor Magazine as “Retirement Plan Advisor of the Year”, and by The Financial Times as a “Top 401 Advisor”. Jamie has been quoted in The Wall St. Journal, PLANSPONSOR Magazine, and in local print and television media. He is a graduate of Moses Brown, Connecticut College, Suffolk Law, and Goldman Sachs’ 10,000 Small Businesses program. Jamie’s community engagement includes volunteering for San Miguel School, serving on the Investment Committees of Neighborhood Health Plan of RI, Blithewold, and The Providence Children's Museum, and serving as a lay representative of the Episcopal Diocese of RI Commission on Finance. He coached all three of his now college-aged children in youth lacrosse and soccer, and he and his wife now live as “empty nesters” in Providence with their rescue dog Jiggs.
Keep the conversation going, join us at our upcoming programs.
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