03/29/2024 | News release | Distributed by Public on 03/29/2024 06:55
March 29, 2024| Brian M. Thompson, C(k)P®, CPFA®, President | Retirement Plan Advisor & Wealth Manager, RockWay Wealth Partners
In today's business environment, an organization's Retirement Plan holds vital importance, driven by the dual forces of risk and opportunity. Here's a concise breakdown:
Mitigating Risks:
Exploring Opportunities:
In summary, an organization's Retirement Plan today demands careful attention to both risks and opportunities for long-term financial health.
I'm personally inviting you to learn more at an upcoming retirement plan education event, in person or virtual. Learn more below:
The Plan Sponsor University - TPSU
TPSU uses academic research in the form of behavioral finance, for outcome-based discussion of management and oversight of employer sponsored retirement plans, in a hands-on, interactive, thought-provoking sessions. You will learn how to better manage and optimize your retirement plan.
When: April 17th from 8am - 2pm
Where: Drake University in Des Moines.
Cost: FREE to attend; Breakfast & lunch are included
Speakers: Local subject matter experts
CE Credits: The session will include CE credits for SHRM, HRCI, and CPE for CPAs. Additionally, attendees will gain access to TPSU's Learning Management System and online courses for additional SHRM & HRCI CE credits!
Who should attend: HR Professionals, Owners, Executive Officers/Directors, Plan Sponsors, Plan Fiduciaries, Retirement & Benefit Committee members, benefits specialists, or other employer fiduciaries.
Find out more here: Iowa TPSU Details and Registration Here
About TPSU: TPSU is an organization who collaborates across America with local professionals to offer the most comprehensive combination of online and live workplace Retirement Plan education for employers who sponsor a 401(k), 403(b), Pension, or other similar types of Retirement Plans.
I hope to see you in person or virtually at Drake University on April 17th!