Decoding Policy: Turning Legislation and Data into Effective Strategies

Join Us at Andrei's

Thursday, September 19, 2024

8:00 am to 9:45 am

Turning Legislation and Data into Effective Strategies for Retirement Plans is a must-attend session for professionals seeking to navigate the evolving landscape of retirement plan management. This presentation will touch on recent legislative developments, including ERISA, the SECURE Acts, and other key regulations, and how they impact plan design and fiduciary responsibilities. We’ll delve into the roles and responsibilities of plan sponsors, administrators, TPAs, and investment advisors, in light of the new required and optional provisions available to retirement plans. By integrating data-driven insights with the latest legislative changes, you'll learn how to enhance plan performance, manage compliance, and better serve participants. Whether you're a plan sponsor, advisor, or administrator, this session will equip you with the tools needed to turn complex regulations and data into effective, strategic outcomes for your retirement plans.

• Legislative Recap: Summarize recent regulations, including ERISA, SECURE Acts, and other critical legislative changes affecting retirement plans.
• Roles and Responsibilities: Understand the key roles of plan sponsors, administrators, TPAs, and investment advisors in managing and optimizing retirement plan design in an evolving landscape.
• Data-Driven Strategies: Learn how to leverage data to enhance plan performance, ensure compliance, and meet the evolving needs of participants.
• Actionable Solutions: Discover practical approaches to integrating legislative changes and data insights into effective, strategic retirement plan management.

Speakers

Aparna Niroola

Vice President, Employee Benefits

Aparna has more than two decades of experience in employee benefits and healthcare consulting. She is passionate about analyzing data and developing client-specific, evidence-based solutions to foster employee engagement and control costs. Aparna's consulting approach prioritizes listening to clients and using best practices, thorough research, and company assessments to provide a custom strategy and tactical plan.

Jennifer Schuessler

Vice President, Retirement Plan Services

With nearly two decades of experience in the retirement plan services industry, Jennifer guides businesses in finding the ideal retirement and financial wellness solutions for their employees. She leverages her expertise to design customized solutions that help employees thrive financially.

Kristina Keck

Vice President, Retirement Plan Services

Kristina helps lead Woodruff Sawyer’s Retirement Plan Practice, with more than 20 years of experience in the corporate pension and the investment industry. She has been recognized as one of the National Association of Plan Advisors (NAPA) Top Female Retirement Advisors and San Francisco Magazine's Five Star Wealth Managers, as one of the Financial Times Top Retirement Advisors, and a Top Woman Advisor by the National Association of Plan Advisors.

Continuing Education

• 2 CE for AIF 
• 2 CECs for ERPA 
• 2 CPEs for ASPPA certifications
• 2 CECs for NIPA certifications
• 2 hours for California CPAs 
• 1.5 hours of California MCLE
• 2 hours for Certified Financial Planners 
• 2 CE for CRPS 
• 2 CE for CEBS

Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

• 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.