Our speaker for this June's lunch & learn is Tom Carter. Tom is a partner at Retirement Plan Fiduciaries, LLC and focuses on retirement plans. He has worked in the retirement plan industry since 1987 and has experience as a Fiduciary, Investment Advisor, recordkeeper, third party administrator, consultant and an actuary. He has worked on retirement plans that range from start up to $500 million in assets. Tom graduated with an applied mathematics degree from California Polytechnic after serving six years in the Marine Corps. He is a Certified Pension Consultant through the American Society of Pension Professionals and Actuaries. 

 Presentation Description:

Tom will be covering the recent volatility in the stock and bond markets and how it affects retirement plans.  Specific topics will include:

• Stock market volatility for 2020
• How should participants react to this volatility and/or what mistakes should they avoid?
• How should plan sponsors and/or 401(k) Investment Committees react to this volatility?
• COVID-19 distribution and loan changes
• Is now a time for companies to offer Financial Wellness services to plan participants?
• What else can a plan sponsor do within their retirement plan to help partners or employees?
• Q&A

Our business partner sponsors for this month's luncheon are:

This meeing will be by Zoom.   Connection information will be provided in the inviation sent to all Austin Chapter members.  If you have any questions, please email Liz Elmquist at [email protected].  Thanks!

Tickets

$0.00 Member Ticket--No Charge

$0.00 Non-Member--No Charge