and Rockford Chamber of Commerce recently co-sponsored
Will 401(k) Emerge?
America's Employer-Driven Private Retirement System;
Conversations about 'Next Generation Retirement Plans'
symposium was extended to business owners, benefits and plan managers,
risk managers, lawyers, financial experts and accountants, and other
key executives and decision-makers.
TPS welcomes our clients and partners to take advantage of presentation
content available below.
for an improved U.S. retirement system
Linking corporate mission to employee benefit objectives
Doing it right … if we could start all over
participant paid costs, participant behavior, deferral rates
and investment activity
Avoid good intentions that lead to bad results
and act on economic news
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
Topic: Plan Complexities: Landmines (IRS, DOL and Litigation)
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.
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
View speaker bio
Topic: Evaluating "Qualified Automatic Contribution Arrangements"
(QACA) aka Automatic Enrollment
Topic: How Will 401(k) Emerge?
View presentation video
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.
Topic: Investment Climate and 401(k) Plan Considerations