The Governing Board of Western Pension & Benefits Council invites you to the attend the following webinar:

Are You Ready for the 401(k) of the Future?

Tuesday, August 29, 2023

10:00 AM to 11:40 AM PDT (100 Minutes)

Rick Unser 

Partner / Managing Director

Creative Planning Retirement Services

Early Bird: (through August 15): $65 for members / $90 for non-members 

Regular: $90 for members / $115 for non-members  

Continuing Education Credits Available!

Presentation Description

Today, there are several important trends taking shape that could alter the dynamics of the retirement marketplace in the coming years. Join us for an informative and interactive discussion led by Rick Unser, Partner & Managing Director at Creative Planning Retirement Services. Please come ready to participate and share your opinions; we are sure you won't agree with everything he has to say!

Topics for Discussion Include: 

• Washington Watchlist: In addition to SECURE 2.0, how could future retirement policies impact retirement plans? 
• Merger Mania: What is driving it, and what does it all mean for the future? 
• Pooled Employer Plans: Beginning of the end or dead on arrival? 
• Whose Job Is It?: With the lines blurring between recordkeepers and advisors, what does that mean for the future? 
• Upside Down Markets: Could challenging market conditions change future investment discussions and decisions? 
• Litigation Landscape: Will the torrid pace of 401(k) litigation change, pivot, or lead to something else?

While we can't promise everything Rick sees in his crystal ball will come true, our hope is this session will get you participating and thinking about how these trends could impact your clients and your business.

Speaker

Richard D. Unser 

(213) 468-7416 | rick.unser@creativeplanning.com 

Rick Unser is a Forbes Contributor, creator and host of the 401(k) Fridays Podcast, a 401(k) Plan Consultant and helps employers solve complex workplace retirement plan problems. Rick works with employers with several hundred to thousands of employees. 

As a Managing Director with Creative Planning Retirement Services, he works with employers and their workplace retirement plans to: integrate employer goals and culture with their retirement benefits strategy; enhance employer fiduciary protection; streamline plan operations; improve employee retirement outcomes. He brings experience, leadership, and the ability to work fluidly with diverse plan committees and various service professionals to run and effective process, triage problems and provide easy to follow recommendations to support decisions. 

As the creator and host of the 401(k) Fridays Podcast, Rick regularly interviews retirement industry thought leaders, employers, attorneys, and other subject matter experts to help employers understand and keep current with important retirement plan topics and trends. Rick is also a regular speaker at conferences, contributor to Forbes and has been quoted in publications including the Wall Street Journal. 

Continuing Education

• 2 hours CE for AIF 
• 2 hours CE for CEBS
• 2 hours CE for CFP 
• 2 hours CE for ERPA
• 2 hours CE for JBEA
• 2 hours CE for ASPPA
• 2 hours CPE for NIPA
• 2 hours CE for CRPS
• 2 hours CEP for California CPAs 
• 1.5 hours of California MCLE 

Pricing

• Early Bird (through August 15): $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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