In this session, you will get an understanding of recent legislative proposals and laws that may impact Colorado organizations and their retirement plans, an understanding of fiduciary best practices in managing a retirement plan, and learn a process to organize, plan and review financial goals for organizations and their employees through Financial Wellness programs.
Kristen is the Managing Director for Pensionmark Financial Group. She delivers strategies, systems, and services for qualified retirement plans, with a specific emphasis on finding ways to manage fiduciary plan risk for clients. Services include investment analysis, plan design, fee benchmarking, and employee communications. She helps clients enhance investment opportunities for participants while finding ways to offer fiduciary protection for the employers we work with.
She works closely with clients by listening to their needs, providing timely responses, and delivering the highest level of service as a retirement plan advisor. She has earned the C(k)P Certified 401(k) Professional designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She also is regularly invited to Capitol Hill to listen and advise top congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers' retirement security.
In addition, Kristen regular hosts webinars on a variety of topics over the last year including:
a) 401(k) Roadmap to Recovery
b) Managing Stress for Success
c) Understanding the Colorado Secure Savings Plan – a retirement plan mandate for companies with 5 or more employees
d) 2020 Fiduciary Summit – a training opportunity for 401(k) Committee Members
e) Executive Benefits in a Changing Landscape
Kristen is married with two children – one in high school and the oldest in college at UC Santa Cruz. She loves to ski and her favorite vacation is sailing in the Caribbean.
Kristen's LinkedIn profile: https://www.linkedin.com/in/kristendeevy/
April 13, 2022
11:30 a.m. Lunch Served
12:00 – 1:00 p.m. Presentation
Maggiano’s Little Italy
7401 S. Clinton Street
Englewood, CO 80112
$35 ISCEBS CO Chapter Members
$35 WP&BC Chapter Members
Click here to register