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Pooled Employer 401(k) Plans - Why Plan Sponsors Need to Evaluate

  • 25 Oct 2022
  • 10:00 AM - 11:40 AM (PDT)
  • ONLINE WEBINAR

Registration

  • A member of any chapter of the WP&BC in good standing.

Register


The Governing Board of WP&BC invites you to the following webinar:


Pooled Employer 401(k) Plans - Why Plan Sponsors Need to Evaluate


Presented by:


Michael Clark, FSA, CFA, EA 
Managing Director, Agilis


&


Eric Paley

Partner, Nixon Peabody



Tuesday, October 25, 2022

10:00 AM to 11:40 AM PDT



Continuing Education Credits Available! 



 


Early Bird (through October 14)
$
65 for members
$90 for non-members
 


Regular

 $90 for members
$115 for non-members
 
 



Presentation Description

Pooled Employer 401(k) Plans became an option for plan sponsors on January 1, 2021 as a result of provisions in the SECURE Act. These arrangements allow plan sponsors to become a participating sponsor of an otherwise larger 401(k) plan. This webinar will go through the details of how Pooled Employer Plans are setup in terms of record keepers, investment options, administration, plan design, fees, and ultimately fiduciary risk and responsibility. 


Learning Objectives:

  • Attendees will gain an understanding of:
  • Pooled Employer Plan structures
  • the differences in Pooled Employer Plan offerings
  • the fiduciary implications of Pooled Employer Plans vs traditional 401(k) plans
Speakers 

Michael Clark is a Managing Director and Consulting Actuary in Agilis’s Denver office. In his role he consults on all aspects of financial risk management for defined benefit plans as well as retiree medical plans and defined contribution plans. He also has led numerous clients through pension risk transfers as well as other complex, strategic pension projects. Michael leads River and Mercantile’s business in the West as well as Business Development for the US. Prior to joining River and Mercantile in 2013, Michael worked for Mercer as well as October Three. He is a Past President of the Conference of Consulting Actuaries and also participates in the leadership of the Western Pension & Benefits Council – Denver Chapter. Michael is a frequent speaker at industry and professional association conferences and has had several articles published in major trade magazines. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Chartered Financial Analyst charter holder, a Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. Michael graduated magna cum laude from Brigham Young University with a BS in Statistics.


Eric Paley is a partner with Nixon Peabody LLP where he leads the firm’s Employee Benefits and Executive Compensation team nationally. Eric focuses his practice on the law and regulations governing retirement plans (e.g., pension, profit-sharing, 401(k), and 403(b) plan compliance), welfare plans (e.g., group health plan, group insurance plan, cafeteria plan, HIPAA, and COBRA compliance), nonqualified deferred compensation plans and equity compensation plans. A significant portion of Eric’s practice also involves counseling retirement and welfare plan committees on their fiduciary responsibilities under ERISA. Eric has represented both publicly-traded and privately-held businesses in a variety of benefits matters. He also represents a large number of not-for-profit clients, such as multi-hospital health systems, colleges/universities, and internationally-recognized arts organizations and museums. Eric has a growing interest in the intersection between blockchain technology and the benefits industry.  Eric is a graduate of Cornell University’s College of Arts and Sciences and received his law degree, magna cum laude, from Syracuse University.


Continuing Education:

  • 2 CE for AIF (pending)
  • 2 CE for CEBS
  • 2 CE for CFP (pending)
  • 2 CEC for ERPA 
  • 2 CEC for JBEA
  • 2 CPE for ASPPA certifications
  • 2 CEC for NIPA certifications
  • 2 hour for California CPAs 
  • 1.5 hours of California MCLE
  • 2 CEC for CRPS 

Pricing:

  • Early Bird (through October 14): $65 for members, $90 for non-members 
  • Regular: $90 for members, $115 for non-members  


A Special Thank You to Our Sponsor!


Sincerely,

Bridget Davidson 
Webinar Coordinator | Western Pension & Benefits Council 
(503) 866-6384 Mobile
PO Box 2023 | Gresham, OR 97030 
webinars@westernpension.org  |  www.westernpension.org

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