PSCA recently conducted a survey to see how plan sponsors are currently handing small plan balances, missing participants, and uncashed checks. This webcast will review the results of the survey and discuss options and best practices for handling these issues.
About the Speakers
Will Hansen has more than a decade of experience in employee benefits, he is am a passionate leader and advocate for the private sector retirement system. As the Executive Director of Plan Sponsor Council of America (PSCA), he oversees the strategy and operations of a 75-year-old organization that provides education, insights, and advocacy for individuals who administer retirement plans for their companies. PSCA offers credentials, webinars, roundtables, and conferences that help members stay informed and compliant with the latest regulations and best practices. As the Chief Government Affairs Officer of American Retirement Association (ARA), he leads the legislative strategy and outreach for a 35,000-member professional organization that represents the interests of retirement plan professionals and sponsors. He engages with federal, state, and local policymakers and stakeholders to promote policies that enhance and expand the access and coverage of retirement plans for millions of Americans.
Mike Kelly joined Inspira Financial in 2011 and is Director of Strategic Accounts. He is responsible for creating and building strategic relationships with institutional partners. Mike also looks for ways to deepen existing relationships with current partners. Having spent most of his career in the retirement services industry, he has a track record of helping advisors, TPAs, recordkeepers and other organizations innovate and grow. Mike holds a Bachelor of Business in Finance from the University of Western Illinois.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.