CYA360 Workshop Series

2019 CYA360 Workshop Series

How Well Are You Preparing Your Employees For Retirement?

The Vital Roles That Company Retirement Plans and Social Security Play In Your Employees' Future

Juban's Creole Restaurant, 2:00pm-4:30pm (cocktail reception following)

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About

The CYA 360 Workshop Series addresses key threats to your business in the areas of workplace violence, cyber security, business succession, retirement plan fiduciary responsibility, politics and the economy, and your personal health and wealth.

Throughout the year, our assembled faculty of presenters will help you identify and develop strategies to navigate these risks to your business. Gain confidence and assurance that you are protecting your biggest asset.

Workshop

September 12 , 2:00pm-4:30pm (cocktail reception following)
How Well Are You Preparing Your Employees For Retirement?
The Vital Roles That Company Retirement Plans and Social Security Play In Your Employees' Future

The two biggest retirement income sources for most workers are Social Security and their company retirement plan. But, there are plenty of options and decisions that employees have to make to solidify their retirement future. For this workshop, we've brought in two top industry experts to help navigate through the waters of preparing employees for retirement. Roberta Eckert, Vice President of the Nationwide Retirement Institute will present on Social Security: The Choice of a Lifetime. Alex Glaser, an attorney with Phelps Dunbar, will talk about the company retirement plan landscape. He'll present on Top Retirement Plan Pitfalls to Avoid. Is your company plan designed and running to fully benefit your employees?

This workshop is ideal for HR professionals, CFOs, CEOs, Business Owners, Plan Sponsors, and other professionals.

Juban's Creole Restaurant, 3739 Perkins Rd, Baton Rouge, LA 70808

Speakers

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Alex Glaser Phelps Dunbar photo

Alex Glaser | Phelps Dunbar

Alex Glaser practices in the area of employee benefits and executive compensation. His expertise includes the design, implementation and administration of tax-qualified and non-qualified plans and arrangements. He also drafts and amends employment agreements, non-competition agreements, severance agreements, equity compensation plans and deferred compensation arrangements.

Alex regularly advises clients on all aspects of compliance with Health Care Reform. In addition, he counsels both publicly traded and private companies on benefits and compensation issues resulting from merger and acquisition activity. He also has significant experience in representing companies during DOL and IRS investigations involving plan and benefits-related issues.

Alex has been certified by the Louisiana Board of Legal Specialization as a tax law specialist.

Experience

l Ongoing representation of trustees and employees of municipal retirement systems in connection with their fiduciary and administrative responsibilities.

l Represented governmental health care entity in connection with sale of assets, including winding down and disposition of governmental retirement plan.

l Advised clients regarding various aspects of deferred compensation, including drafting arrangements compliant with Code Sections 409A and 457.

l Advised municipality regarding legal and tax consequences related to implementation of secondary employment arrangement for public safety officers.

l Advised on benefits and executive compensation matters related to various corporate transactions, including representation of: (i) publicly-traded bank holding company in stock purchase of unrelated publicly-traded company; (ii) ESOP trustee in sale of ESOP-owned hospital to unrelated third party; and (iii) regional hospital in leasing arrangement.

l Represented plan sponsors in connection with IRS and DOL correction procedures, including correction of: (i) fiduciary breaches; (ii) failure to adopt timely qualification amendments; and (iii) various operational errors.

l Advised plan sponsors during DOL and IRS investigations into plan compliance and operation, including investigations regarding: (i) status of group medical plan as “grandfathered” under Health Care Reform; and (ii) failure of bankrupt client to remit contributions to 401(k) plan.

Roberta Eckert Vice President, Nationwide Retirement Institute photo

Roberta Eckert | Vice President, Nationwide Retirement Institute

Roberta Eckert, CRPC, CHSA, CLTC, RICP, RCC, joined Nationwide in June 2013 with more than 28 years of financial industry experience. As a Vice President for the Retirement Institute, Roberta is dedicated to educating advisors, their clients, plan sponsors and plan participants about the trends in retirement income planning strategies and their effective implementation.

Roberta stimulates the thinking and actions of professionals as they navigate the changing world of retirement planning. Annually addressing thousands of financial professionals and the retail public, Roberta’s sessions are customized to meet the needs of each group. Roberta’s polished style, engaging message and proven ability as a business professional assures top-notch engagement.

Prior to Nationwide, Roberta worked as a wholesaler, Divisional Vice President, Sales Development Leader, Senior Relationship Manager and a National Spokesperson. During her career, Roberta has earned recognition as #1 Wholesaler in her Division and has also won awards based on sales achievement and leadership. While at Nationwide, Roberta has consistently qualified for President’s Council and is frequently sought out by the media, including Kiplingers, Wealth Advisor and CNN for her insight in Social Security benefits and the financial issues facing women today. She has also qualified several years for President’s Council while at Nationwide.

Roberta graduated from Franklin and Marshall College with degrees in Economics and German. In addition to her CRPC, CHSA, CLTC, RICP and RCC designations, Roberta holds the FINRA Series 24, 7, 66 and 63 licenses. Her areas of focus are retirement income planning and distribution, long-term care and affluent investor acquisition.

Roberta and her husband, Dane, have two children, Andrew and Julia, and reside in Austin, TX with their assortment of pets, including their parrot Beauregard. In her spare time, she volunteers for the American Cancer Society and the local Humane Society. She is also a supporter of Operation Incubation, a charity created by her daughter to fund the delivery of incubators to third-world countries to help reduce the premature infant mortality rate.

Sponsors

Contact

Phone: 225-612-3820

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