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Strategic Partners


ThePensionSpecialists,Ltd. and Rockford Chamber of Commerce recently co-sponsored

How Will 401(k) Emerge?
America's Employer-Driven Private Retirement System;
Conversations about 'Next Generation Retirement Plans'


The symposium was extended to business owners, benefits and plan managers, risk managers, lawyers, financial experts and accountants, and other key executives and decision-makers.
View invitation

TPS welcomes our clients and partners to take advantage of presentation content available below.

KEY TAKEAWAYS

  • Vision for an improved U.S. retirement system
  • Linking corporate mission to employee benefit objectives
  • Doing it right if we could start all over
  • Drive participant behavior
  • Benchmark; participant paid costs, participant behavior, deferral rates and investment activity
  • Avoid good intentions that lead to bad results
  • Interpret and act on economic news

SPEAKERS

Fred Reish, one of "The Best Lawyers in America." Reish is an ERISA expert and highly-sought speaker. In 2011 he was selected by PLANADVISER magazine as one of the 5 Legends of the retirement industry and by PLANSPONSOR magazine as one of the 15 Legends in the development of retirement plans. 401kWire has consistently selected him as one of the 401(k) Industry's Most Influential Persons. He has authored four books and over 350 articles, and writes a monthly column for PLANSPONSOR magazine.
Topic: Plan Complexities: Landmines (IRS, DOL and Litigation) and Opportunities
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Ted Benna, president of the 401(k) Association, is known as "The Father of 401(k)." Benna created and gained IRS approval for the first 401(k) plan. Money Magazine selected him as one of eight individuals for the special 20th Anniversary Issue Hall of Fame. Business Insurance named him as one of the four People of the Century. Benna has authored four books; the latest is 401(k) for Dummies.
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Joel Radakovitz, one of the most highly credentialed retirement experts in the U.S. President of ThePensionSpecialists,Ltd. (TPS), founded in Rockford in 1987, he has 34 years of industry experience. TPS partners with investment professionals to design plans focused on participant success. TPS serves over 900 retirement plans nationally.
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Topic: Evaluating "Qualified Automatic Contribution Arrangements" (QACA) aka Automatic Enrollment
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Topic: How Will 401(k) Emerge?
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Apollo Lupescu has a Ph.D. in economics and is a Vice President at Dimensional Fund Advisors. He has served in a variety of roles in the U.S. State Department and frequently speaks at various industry events across the country. He addressed the current state of both the World and U.S. economies, and discussed other events that impact retirement plan fiduciary decisions.
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Topic: Investment Climate and 401(k) Plan Considerations
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