MEPs, PEPs, 3(16), and
State Sponsored Plans
Our speakers will provide an integrated view of Multiple Employer Plans, combining the legal with the practical. They will also discuss the most active legislative proposals, including PEPs; MEPs in the states, such as Secure Choice in California and Green Mountain in Vermont; and touch on 403(b) MEPS. Finally, they will review the nuts and bolts of the delegation of fiduciary authority under a MEP, and the issues you need to be concerned with, including compensation.
Kris Krikorian, Pentegra,has served as the Regional Director of Southern and Central California, and Hawaii for Pentegra Retirement Services since 2014. In this role, Kris leverages his 23 years of industry experience to provide consulting to companies on ways to allocate retirement plan responsibilities via 3(16) administrative fiduciary services and multiple employer plans. Kris has well-rounded expertise that comes from occupying various roles in sales, consulting, service, and operations. Kris has assisted a range of plan sizes from start-ups, to large plans such as LinkedIn and Lockheed Martin. Kris is a graduate of Eastern Nazarene College in Quincy, MA, and holds NASD Series 66 and 6 licenses. He won the NAPA Top 10 Wingman Award for DC wholesalers, and is a past Director of Business Development of the year winner while at Principal Financial Group.
Who Should Attend:
Doors open at 7:30 a.m. for check-in, breakfast and networking. Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m. The registration fee includes a full breakfast buffet and hosted valet parking.
The reservation deadline for this event is Friday, February 8 .
WP&BC Members can bring a guest for free! This is a wonderful opportunity to introduce your peers and colleagues to our Chapter. Remember, your guest should be a first-time visitor and potential member. Look for the free guest offer when you register online
The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
Direct Questions To:
WP&BCOrange County ChapterPO Box 6111Garden Grove, CA 92846949-407-9128