CFO and Controllers SIG - The SECURE Act: What it means for retirement plans
Special Interest Group Event
Topic: The SECURE Act: What it means for retirement plans
The SECURE Act is hot off the press! As the most impactful legislation on retirement plans since the Pension Protection Act of 2006, we will discuss the changes and implications of SECURE for organizations and their retirement plans.
During this discussion, participants will:
Learn how the SECURE Act will impact retirement plans
Learn the implications of SECURE Act for organizations
Learn about the impactful
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM (One hour CPE available); refreshments provided
Courtenay Shipley is the Chief Planologist of Retirement Planology, Inc, a registered investment advisory firm specializing in corporate and non-profit retirement plans. Courtenay has a diverse background in the retirement plan industry providing a unique foundation for her clients in the areas of fiduciary responsibility, investment analysis, and participant education. During her career she has provided institutional investment consulting to qualified retirement plans, developed business strategy for a boutique third party administrator and recordkeeper, conducted over 9,000 education meetings to groups and individual employees, and served the non-profit and government market.
Courtenay is a graduate of Vanderbilt University, and is licensed as an investment advisor representative (Series 66). She holds the Accredited Investment Fiduciary™ (AIF®) designation through the Center for Fiduciary Studies, the Chartered Retirement Plan Specialist (CRPS) designation from the American College of Financial Planning, the Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors, and the Certified Health Savings Advisor (CHSA) designation. Since 2015 she has been featured in the Financial Times Top 401 Retirement Plan Advisors annual list, named a Top Women Advisor All-Star by the National Association of Plan Advisors (2015, 2017-2019), named a 2018 NAPA Young Gun: Top 75 under 40, and is a member of the Retirement Advisory Council. Please see our website for award description and criteria: www.retirementplanology/award-criteria.
About Retirement Planology: Retirement Planology is a consulting and investment advisory firm that navigates organizations to smart decisions on their employee retirement plan. Plans are complicated and highly regulated at every twist and turn. As your navigator and investment fiduciary, we help map out investment decisions, hiring providers, plan features, engaging employees, and taking work off the plan sponsor's plate. Rely on us to keep the plan in alignment with your organization's goals. retirementplanology.com
Thank you to Cordia Partners for providing the venue!
7:30 AM - 9:00 AM
Cordia Partners 8330 Boone Blvd Suite 350 (Main Conference Room) Vienna, VA 22182