Fiduciary Best Practices: How To Limit Liability Pertaining to Corporate Retirement Plans

 

April 13, 2021
8:00 AM - 9:30 AM
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  • Fiduciary best practices on how to best limit a plan sponsor’s liability pertaining to corporate retirement plans
  • Plan governance strategies that meet and exceed Dept. of Labor guidelines and requirements
  • Review new legislation regarding Covid 19 distributions and plan amendment requirements

 

Announcements - 8:00AM
Program Begins - 8:15AM
Program Concludes: 9:30AM

ABOUT THE SPEAKER

Peter Schallmoser, Meriill Lynch Bank of America Wealth Management Advisor

Peter Schallmoser designs cost effective corporate retirement plans which include 401(k), defined benefit and non-qualified platforms for businesses that hold employee economic empowerment as a core value. He has been assisting corporate and high net worth individual clients since 1997 by intently listening to their needs and aligning unique solutions to achieve their goals. Peter is a Senior Vice President and a Certified 401(k) Professional through TRAU in collaboration with the Anderson School of Management at UCLA. He received his Bachelors of Science degree from Loyola University Chicago in 1995 and received his Master of Arts degree in Political Science from the Pennsylvania State University in 1997. Peter began his financial services career at Morgan Stanley in 1997 and joined Merrill Lynch in 2001. During his tenure, Peter has helped his clients achieve their retirement goals through ongoing education and the use of customized, open architecture portfolio solutions.

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Tickets

$10.00 Member Ticket

$15.00 Non-Member Ticket