Are your employees ready for retirement? Many reports indicate that defined contribution participants are not fully prepared for retirement and plan to work past normal retirement age as a result. What are the implications for plan sponsors and what steps are they taking to define, measure, and improve retirement readiness?
Please join us on May 22nd as the West Michigan Chapter of ISCEBS welcomes Paul Staples, DC Segment Leader at Mercer for a discussion on retirement readiness, including
May 22, 2019 (Wednesday)
8:00 - 8:30 am - Registration and Full Breakfast
8:30 - 10:00 am - Program
Watermark Country Club
5500 Cascade Road SE
Grand Rapids, MI 49546
$30 West Michigan Chapter Members
(Attendees may bring one guest at no additional charge.)
By May 16, 2019
Please click here to register and pay via PayPal (payment by check also accepted).
Cheryl Baker, CEBS
Partner, Central Market Defined Contribution Segment Leader
Paul partners with his clients and Mercer colleagues to design, implement, and monitor defined contribution plans that help participants achieve retirement readin3ess. This includes advising clients on proper governance, investment menu design, communication and education programs, strategies to lower fees, and the role of participant advisory services. He also consults with clients on their financial wellness strategy as part of a holistic approach to improve the financial well-being of all employees. Paul has over 20 years of investment experience, having most recently led the defined contribution practice at Summit Strategies Group where he served as lead consultant to large market clients in the healthcare, not-for-profit, corporate and public markets. He has been featured in PIMCO's DC Dialogue, participates in public speaking engagements, and has authored white papers on defined contribution plan topics. Originally from Boston, Paul graduated summa cum laude from Northeastern University with a Bachelor of Science in Business Administration. He has completed Level I of the CFA program.
If you would like to volunteer with the West Michigan Chapter or have an ideal for an upcoming session, click here or call Cheryl Baker at 616-802-1652. Thank you!