With another round of retirement legislation being passed in December, there are even more changes to keep track of in our ever-evolving industry.  With those changes come more questions – Which provisions are going to effect immediately?  What will be most challenging for recordkeepers?  What should plan sponsors be focused on the most?

Join the WIPN Seattle Chapter as we discuss the answers to these questions – plus many more!  Key topics to cover will include:

• • SECURE 2.0
  • DOL ESG Regulation
  • ERISA Litigation updates
  • Retirement trends to watch in 2023
  • Best practices for financial wellness and participant education programs

Lunch will be provided, but seating is limited.  Please RSVP BELOW to reserve your seat today!

About our speaker:

W. Andrew Larson, CPC

Director of Retirement Education with The Retirement Learning Center

With 35 years of experience in the financial services industry, Andy is a respected authority, frequent lecturer and author on industry topics. Andy’s background includes managing and consulting with major recordkeeping platforms, extensive product design for plan sponsors and advanced sales support for intermediaries who work with plans.

As a retirement industry executive, he ran the recordkeeping and consulting practice for Universal Pensions, Inc. (UPI), and headed the BISYS Corporate University. He has served as an adjunct professor for the Central Lakes College system in Minnesota, and provides expert witness services on numerous industry topics. Andy is co-author of RLC’s book, Retirement Resource Guide:  Essential ERISA Education & Best Practices for Financial Advisors. He is a graduate of the University of St. Thomas in St. Paul, Minnesota, and maintains a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries.

Thank you to our sponsors!