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Secure Act Update

1/16/2020 12 - 1 p.m. EST
Webinar

Overview

Who Should Watch

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

LOMA Members: LOMA members please contact customer.service@limra.com for login assistance.

Highlights

The Secure Retirement Institute will bring you Ben Norquist of Convergent Retirement Plan Solutions for an early high level discussion of the Secure Act, and what you need to know and do now as you assess the impact on your retail and institutional retirement plans businesses.

Presenter

Ben Norquist, CPC
President/CEO, Convergent Retirement Plan Solutions, LLC

Ben Norquist, CPC

President/CEO, Convergent Retirement Plan Solutions, LLC

Ben is an industry thought leader who has spearheaded many diverse industry initiatives with long-lasting impact, Ben believes the IRA and defined contribution industry is rapidly approaching a momentous crossroad—one that will reshape not only the federal regulatory framework underpinning the nation’s tax-sheltered retirement savings landscape, but also the fundamental ways in which the financial services industry supports the needs of the nation’s retirement savers and retirees. Ben analyzes retirement industry trends, challenges and opportunities from multiple perspectives to develop and implement successful, real-world solutions.

Host

Deb Dupont
Assistant Vice President, Workplace Retirement Research, LIMRA and LOMA

Deb Dupont

Assistant Vice President, Workplace Retirement Research, LIMRA and LOMA

Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.

Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.

Contact us to learn more:

Debbie Boone

Event Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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