DATE: Thursday, January 11, 2024
TIME: 12:00 PM – 1:00 PM

Join us for a virtual professional development session via Zoom!

Presented By

Summary

Many 401k plan participants risk outliving their assets in retirement, despite improvements in participation and savings rates.  Because participants consistently want lifetime income security, plans have begun shifting their focus from growing wealth to ensuring income in retirement.

Learning Objectives

• Understand SECURE ACT provisions
• Explain the different guaranteed income structures
• Compare options, features, and costs

Presenter

Bruce Lanser
First Vice-President, Wealth Management, Senior Retirement Plan Consultant | UBS

For more than 30 years, Bruce has been helping plan sponsors strengthen their employee retirement plans. He focuses his practice on delivering insights and results in three key areas within corporate retirement planning: sponsor and participant success, investment counseling and fiduciary guidance. He provides in-depth knowledge and experience to retirement committees with a well-documented process designed to help them comply with fiduciary responsibilities and optimize participants’ retirement outcomes. To Bruce, advising a 401(k) plan is not just about investments and fees. It’s about people, families and helping them feel confident about their future.

CPE Credit

This event is eligible for 1 CPE credit.

Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.

Questions, Cancellations, and Questions?

Michelle Weiss
920.750.9110
michelle@mwcommunications.org
Register and send cancellations by noon on 1/10/24.

Register Now