401(k) Underwriting Liability

Are you fully prepared to protect your organization’s retirement plan from the growing risks of 401(k) underwriting liability and excessive fee litigation? Join us for a transformative webinar on July 12th at 11 am CST, where we will provide you with indispensable insights and strategies to confidently navigate this evolving landscape.

During this engaging and informative session, our esteemed expert, Philip Steele, an accredited investment fiduciary and nationally recognized authority on modern plan design and best practices, will guide you through the intricacies of 401(k) underwriting liability and equip you with the knowledge necessary to safeguard your retirement plan.

Key highlights of the webinar include:

• Unveiling the risks: Gain a comprehensive understanding of the escalating challenges faced by retirement plan fiduciaries due to excessive fee litigation and uncover the potential liabilities that can impact your organization’s financial stability.
• Proactive mitigation strategies: Discover practical and actionable techniques to proactively mitigate the risks associated with 401(k) underwriting liability, ensuring the long-term security of your retirement plan and safeguarding the interests of your employees.
• Compliance readiness: Stay one step ahead by learning how to effectively prepare for the retirement plan questionnaire required by insurance underwriters, ensuring your organization is well-prepared to meet the stringent compliance requirements.

Don’t miss this exclusive opportunity to stay ahead of the curve and enhance your knowledge of 401(k) underwriting liability and excessive fee litigation. Secure your spot today by registering today.

We look forward to having you join us on July 12th at 11 am CST for this essential event redefining your 401(k) underwriting liability approach!

PRESENTER

Philip Steele / Cerity Partners

Philip Steele is a renowned expert in the field of retirement planning and investment management. With years of experience as an Accredited Investment Fiduciary, Philip has become a trusted advisor to individuals and organizations seeking to navigate the complex world of retirement plans.

As a Partner at Cerity Partners, Philip brings his deep knowledge and expertise to help clients design and implement effective retirement plan strategies. His passion for helping others achieve their financial goals is evident in his dedication to staying at the forefront of industry trends and best practices.

Philip’s ability to simplify complex concepts and provide practical insights has made him a sought-after speaker and educator. He regularly shares his expertise through webinars, workshops, and conferences, empowering individuals and organizations to make informed decisions about their retirement plans.

MODERATORS

Christie Schuh

Sales Executive

View Bio

Christie Schuh is a Sales Executive for Horton’s Select Business Division. In this role, Christie is responsible for providing Horton clients with comprehensive, cost-effective, and innovative solutions to meet their most complex, risk-related employee benefit challenges, opportunities, and insurance needs.

John Schulte

Vice President

View Bio

John Schulte is a Vice President for Horton’s Employee Benefit Solutions Division. In this role, he is responsible for providing Horton clients with comprehensive, cost-effective and innovative solutions to meet their most complex, risk-related challenges and opportunities.