Slides

• Is A Cash Balance Plan Right For You?
• Legislative and Regulatory Updates

Scheduled Sessions

WELCOME | 12:00 PM CT
Welcome

SESSION 1 | 12:05 PM CT
Is A Cash Balance Plan Right For You?

Learn how owners can benefit from adding a cash balance plan alongside their 401(k) plan. Cash balance plans are a valuable tool to permit certain company owners to greatly enhance their retirement savings.

Don Boetger, FSPA, EA 
Director, Cash Balance Plans

Don J. Boetger is President of Boetger Retirement Plan Services, a Definiti company. His new role with Definiti has been expanded to include management of the Cash Balance and actuarial team. This team offers plan design and actuarial services to over 600 pension plans across the country. Don is an Enrolled Actuary (EA), a Fellow of the American Society of Pension Professionals and Actuaries (FSPA), and a member of the American Academy of Actuaries (MAAA). Don is based in Erie, Pennsylvania.

VIDEO SEGMENT | 12:35 PM CT
Definiti: Together Means More

SESSION 2 | 12:40 PM CT
Looking Ahead: Legislative and Regulatory Update

Joan McDonagh
Senior Director, Legislative and Regulator Affairs

Joan McDonagh is the Senior Director, Legislative and Regulatory Affairs for Empower Retirement. Her areas of expertise include law in the employee benefits area as well as ERISA compliance with an emphasis on fiduciary requirements.

Joan joined the organization 1988, when she worked for Great-West Financial® subsidiary EMJAY Corporation.

Joan holds a Juris Doctor degree from American University Washington College of Law and is a member of the Wisconsin Bar Association. She is on the Government Relations Committee of the Society of Professional Asset-Managers and Recordkeepers (SPARK) and is past chair of the Public Policy Committee of the Defined Contribution Institutional Investment Association (DCIIA). She is also a member and past Vice President of Wisconsin Retirement Plan Professionals, Ltd.

Joan has written numerous articles and presented a variety of seminars on retirement plan issues. She is a contributing author of the 401(k) Answer Book, which is published by Aspen Publishers, a division of Wolters Kluwer Law and Business.

COMMENCEMENT | 1:30 PM CT
Closing Comments and Answers