Earn more than CE credit. Learn practical strategies to manage retirement plan termination — from understanding your fiduciary responsibilities to finding missing and non-responsive participants and reconnecting them with their retirement savings. This insightful and interactive webinar will guide you through the steps to terminate a company retirement plan successfully:
Identify key fiduciary duties involved in retirement plan termination and learn best practices for managing these responsibilities throughout the process.
Explore effective methods for locating and reconnecting missing or non-responsive plan participants with their retirement savings.
Gain practical knowledge and step-by-step guidance for successfully terminating a company retirement plan, including compliance and administrative considerations.
About the Speakers
Pete Welsh, Managing Director, Retirement and Wealth
Pete joined Inspira Financial in 2020 as Head of Retirement Services and has since expanded his role to Managing Director, Retirement and Wealth. He is responsible for building strategic client and partner relationships as well as expanding our products and services. He is also a member of the Executive Leadership Team for Inspira Financial. Pete’s extensive industry experience and diverse management background enables him to bring a wide range of solutions—and tremendous value—to help clients grow their business. Having spent most of his career in the retirement services industry, with leadership roles at Transamerica and OneAmerica, Pete has a track record of helping recordkeepers, TPAs and other organizations innovate and grow. Pete’s diverse management background, and the many meaningful relationships he’s forged along the way, make Pete an indispensable partner to clients. Pete holds a Bachelor of Business Administration from the University of Notre Dame Mendoza College of Business, and a Juris Doctor in Tax and Business Law from Indiana University Robert H. McKinney School of Law. He is also a Certified Public Accountant.
Mike Kelly, Strategic Accounts Director
Mike Kelly joined Inspira Financial in 2011 and is Director of Strategic Accounts. He is responsible for creating and building strategic relationships with institutional partners. Mike also looks for ways to deepen existing relationships with current partners. Having spent most of his career in the retirement services industry, he has a track record of helping advisors, TPAs, recordkeepers and other organizations innovate and grow. Mike holds a Bachelor of Business in Finance from the University of Western Illinois.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.