2024 Retirement Plan Round-Up: What Employers Need To Know

As you are well aware, challenges around employee retirement plans and the nuances that follow are only expanding. Employers can and should be asking more questions about their plans’ performance and how advisors can support employees’ financial wellbeing.

In this session, we will discuss and answer your questions around:

• Trends in the employee retirement space
• Navigating Secure 2.0
• Pitfalls to be aware of and opportunities to look for

We hope to see you there!

PRESENTER

Cullen Reif

Cullen Reif is a member of SageView’s team in Minneapolis, MN, supporting Plan Sponsors in his role as a Retirement Plan Consultant. Cullen provides fiduciary and investment guidance to retirement plan committees, consults on plan design strategies and vendor management, as well as collaborates with clients to create impactful financial education programs.

MODERATOR

Erik Hinz

Senior Vice President

View Bio

Erik Hinz is a Senior Vice President and Shareholder for Horton’s Employee Benefit Solutions and leader of our Minneapolis Benefits Division. In this role, Erik is responsible for providing expertise on industry benefits and consultative guidance to aid clients in navigating the ever-changing benefits marketplace. He is part of a team of employee-benefits-focused specialists dedicated to delivering innovative healthcare solutions to employers.