Learn about employee benefits business risks – and how to get ahead of the curve – with key insights and actionable takeaways from our team. Stay tuned for fresh topics every other month!

Empowering Plan Sponsors to Create Successful Retirement Plans

Ready to take next-level control over your retirement plan offerings?

Managing retirement benefits can be a challenging task, with new legislation, fiduciary risk, and fee lawsuits being among the many pitfalls that can make your head spin. Our upcoming webinar provides you with bright, actionable ideas from our in-house retirement team at MAI Retirement, an Affiliate of EPIC, to help ensure you’re prepared to create a successful retirement plan for your company and employees.

Learn what to look out for and how to set your company and employees up for success.

The February 22 webinar shared fresh insights into the state of the market and options to help your company maximize positive outcomes for its employees. Our panel of MAI Retirement specialists was – Jason Hamilton, Director of Retirement, and Charles Brown, EA, MSEA, QPA, QKA, CSPO, Consulting Actuary – Sherry Pitcher, Senior Consultant, EPIC Employee Benefits moderated the session.

What We Covered:

  • What Secure Act 2.0 legislation means for plan sponsors and how to take action
  • Fiduciary risk mitigation and best practices
  • Industry changes, including mergers and acquisitions and plan alternatives like pooled employer plans (PEPs)
  • Financial wellbeing and employee engagement

View the recording


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