Lunch and Learn

MAKING THE BEST OF YOUR 401 (K)

Please join us for a unique luncheon workshop to learn how to deliver more for your employees and  uncover methods to help you increase employee retention.  Open forum with panel questions 
 
Presentation:   
401(k) Panel Event 
 
TOPICS OF DISCUSSION: 
• Update on legislative and tax initiatives impacting business owners and Plan Sponsors 
• The biggest challenges facing the retirement plan industry 
• Recommended actions to manage our increasing fiduciary liability 
• How often should you benchmark your plan and what are the benefits? 
• What are the major trends in the retirement plan space? What are peers in your industry doing? 
 
Presented by:   
PETER R. JOSSELYN 
Vice President, Business Development 
QRPS incorporated, TPA services 
 
DAVID R. LEAP, CRPS ®  
Managing Director 
MassMutual Retirement Services 
 
LELSEY N.H. MAYO 
Wake Forest University, JD, cum laude 
Poyner Spruill, LLP 
 
Sponsored by: Mass Mutual 
 
Lunch will be served. Guests are welcome. Seating is limited 
 
RSVP: bessiembadugha@theexpeditionschool.com  
Bessie N.A. Mbadugha, Ph.D. 
919-645-8079 
 
Moderated by: 
Mark Rhoades, CFP®, CRPS® 
The Broadview group 
Morgan Stanley 
3511 Shannon Road, Suite 300 
Durham, NC 27707