Meeting/Event Information

               

May Meeting- The Changing 401(k) Plan Design Landscape: Opportunities and Pitfalls

 

May 17, 2022
11:30 AM - 1:00 PM
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Hilton Garden Inn
5265 International Blvd.
North Charleston, SC 29418
Directions

The 401(k) landscape has seen significant change in recent years due to regulation, improvements in
technology and consolidation among service providers. These events have helped many plan sponsors
and their employees. However, the possibility to make mistakes has increased as well. Kyle Powers will
discuss these changes and how you can use them to improve your 401(k) plan and participant outcomes.

Objective 1: Understand recently approved and pending regulatory changes that may affect 401(k) plan administration
Objective 2: Share strategies in 401(k) plan design to improve engagement and participation
Objective 3: Learn about changes in the competitive landscape of 401(k) to ensure your plan is optimally designed for your workforce

About the Speaker:

Kyle Powers is the Director of 401(k) Advisory Services at The Fiduciary Group in Savannah, GA servicing dozens
of retirement plans and thousands of employees. He works closely with plan sponsors and employees to
improve the retirement readiness of plan participants and provide strategic guidance to plan sponsors. Kyle
holds the Accredited Investment Fiduciary designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Prior to joining The Fiduciary Group in 2019, Kyle was the Director of Operations and financial advisor to 401(k)
plans and high-net worth individuals at the Measured Wealth Private Client Group, LLC in Boca Raton, Florida.
Currently a Commander in the Navy Reserve, Kyle is a Surface Warfare Officer and spent 9 years on active duty
serving around the world from San Diego to New Orleans and Germany. He earned an MBA from Saint Joseph’s
College of Maine and is a graduate of Miami University.

 

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Tickets

$20.00 Member Registration

$25.00 Guest Registration

$425.00 Meeting Sponsorship