Navigating the 2013 Regulatory Landscape for 401(k)s
7:30 to 10 a.m., Thursday, March 14, 2013
The Charles F. Knight Education and Conference Center
at Washington University
One Bookings Drive, St. Louis, MO 63130
What is the future of 401(k)s? A nationally-recognized expert in employer-sponsored retirement, health and other welfare benefit plans, Campbell will share his views on:
- DOL’s regulatory agenda and its impact on retirement plans and service providers
- Latest on the tax reform debate and its treatment of retirement plans
- Fiscal cliff change regarding the in-plan Roth conversion
Bruce G. Lanser and Kyle L. Jackson of Graystone Consulting (Morgan Stanley), will introduce St. Louis to a proven method of behavioral finance that could change the way your participants save for retirement in What if Steve Jobs Designed a 401(k) Plan?
Mark G. Hinsen, Anders CPAs + Advisors, will weigh in on how they are advising their clients to make the most of 401(k) plans in today’s changing environment.
There is no cost to attend this forum, but registration is required.
CPE and CLE will be offered.