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Politics, Policy and the Future of Retirement + Chris Gardner of The Pursuit of Happyness
October 22, 2020 @ 12:00 pm - 2:00 pm EDTFree – $25.00
PECA is bringing you another double header you won’t want to miss!
We will kick off with Politics, Policy and the Future of Retirement, led by Kent Mason and Melissa Kahn. The discussion will encompass a look back at key legislative and regulatory developments in retirement policy over the past year. These include SECURE 2.0, CITs in 403(b) plans, new DOL guidance on investment advice, ESG and private equity investing. Kent and Melissa will also discuss how the upcoming election will affect those policies in 2021 and beyond.
Chris Gardner, who inspired the major motion picture Pursuit of Happyness, will close out with a motivational presentation on HappYness and Your Financial Future. Chris describes himself as the CEO of HappYness, a word he spells with a Y because he believes that happYness starts with you. HappYness is about taking responsibility, getting smart about the monetary issues that affect your family’s well-being, and putting your financial house in order. Chris will discuss that while in the current pandemic many individuals may feel stalled and limited, now is in fact the time to strategize and take action towards positive change.
Deadline for registration is October 16th; attendance is free to PECA members and $25 to non-members.
2 hours of CE credit are available for ASPPA and NIPA. CE should be self-reported and Certificates of Participation will be provided. We will report CE for ERPA to the IRS on your behalf if requested. Each attendee must register and log in the webinar individually to watch and listen to the presentation to receive CE credit. Listening by phone or in a group will not qualify for CE credit.
Our webinar will be delivered via Zoom, courtesy of ERISApedia.com. Once you have registered on the PECA website for this event, a link will be sent to you for the ERISApedia.com platform. Please follow this link upon receipt to complete your registration and receive access details.
PECA would like to thank our Platinum Sponsor for this event
About our speakers:
Melissa Kahn , Esq.
Retirement Public Policy Strategist
Public Policy Team
|Melissa is the Managing Director of Retirement Policy for the Defined Contribution team. Melissa leads the DC team in developing and communicating the team’s public policy positions as they relate to the retirement market, and is responsible for cultivating relationships with key retirement policy decision-makers.
Melissa is based in Washington, D.C., and in Boston. She works closely with State Street’s Regulatory, Industry, and Government Affairs (RIGA) group, which is responsible for coordination of overall State Street public policy positioning and advocacy.
Melissa is an attorney with extensive experience in developing and implementing policy and strategies on domestic and international employee benefits legislation and regulation, as well as Social Security reform. Importantly, she has worked for many years on Retirement Income policy. Immediately prior to joining SSGA, Melissa was a consultant providing strategic planning, policy analysis and advocacy work on a variety of issues, including retirement, long-term care, Social Security, and global employee benefits to financial institutions and large plan sponsor clients in the US. Previously, Melissa worked at MetLife, where she spent 12 years in the company’s Washington D.C. government relations office. Melissa also has worked for the Retirement Strategies Group, the American Council of Life Insurance and the Equitable Life Assurance Society of America.
Kent advises Davis & Harman LLP clients in the retirement savings area. He works primarily with major employers, large plans, and national vendors of retirement plan services. He is an expert in the full range of retirement savings issues—including all types of retirement plans, IRAs, and deferred compensation arrangements—with respect to tax, ERISA, and PBGC matters.
Kent frequently represents clients before Congress, the IRS, Treasury, the Department of Labor, and the Pension Benefit Guaranty Corporation. He also works extensively for trade associations on legislative and administrative issues affecting retirement savings.