The Presentation:
Our panel of speakers will be providing an overview of what happens when recordkeepers are changed. Each panelist will discuss what are their portion of the process and their responsibilities. Also what will be discusses in how they cooperate and work with each other as well as how they support one another.
Further, each panelist will discuss common issues to look for; and, a list of what would be helpful in order to complete the process.
The Panelists:
The Advisor’s Role: Joe Park, ChFC®, QKA, CPFA, Director of Retirement Services, Burnham Gibson
The Recordkeeper’s Transition Role:Janelle Sotelo, QKA, Senior Implementation Consultant, Empower Retirement
The TPA’s Role:Margaret Martinazzi, QKA, Senior Consultant, Pension Benefits Unlimited
The Employer's Perspective:Sherrie Boutwell, Partner, Boutwell Fay, LLP
Continuing Education:
2 CE for AIF Certification
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for Certified Financial Planners
2 hours for CRPS
2 hour for ERPA and Enrolled Agents
Direct Questions To:
WEBINARS:webinars@westernpension.org
ANNUAL CONFERENCE:frank@wpbcsf.org
PHONE: 720-837-2426
ADMINISTRATIVE OFFICE
PO Box 13Parker, CO 80134720-819-7619
