Retirement Plan Benefits: Options for Owners and Plan Sponsors

Retirement Plan Benefits: Options for Owners and Plan Sponsors


The American workforce has come to rely upon employer-sponsored retirement plans as their primary means to save for retirement. As plan sponsors, employers are tasked with creating, implementing and maintaining successful retirement plans for their workforce. Navigating the options in varying economic climates and legislative conditions is critical to plan success. Join Tricom and our guest speaker, Dan Peluse, from Wintrust Wealth Management for the December edition of our Industry Insider webinar series as we discuss the following:

Industry Trends
Legislative Updates
Best Practices

By the end of this session, you’ll know today’s retirement plan landscape and the best plan management practices for your employer-sponsored retirement plan.

About the Presenter:

Dan graduated from Elmhurst College with a degree in Finance and has 12 years of experience in the financial services industry.  He began his career in 2002 at Morgan Stanley Smith Barney, specializing in retirement plans, specifically Defined Contribution & Defined Benefit plans.  Dan joined Wintrust Wealth Management as Director of Corporate Plan Services in June 2013. Dan has earned the designation of Certified 401(k) Professional (C(k)P) from The Retirement Advisor University & the Anderson School of Management at UCLA, Chartered Retirement Plan Specialist (CRPS) from the College of Financial Planning, Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies & Certified Behavioral Finance Analyst  (CBFA) through Allianz Investments & Professor Shlomo Benartzi of the Anderson School of Management at UCLA.

About Wintrust Wealth Management:

Wintrust Corporate Plan Services is a division of Wintrust Wealth Management established in 2007 to assist plan sponsors and their participants create, implement and maintain successful retirement plans.  100% of the staff, technology and resources maintained by Wintrust Corporate Plan Services are dedicated to our retirement plan clients and potential clients. We are a leader in the retirement plan industry who offers a service model that provides our clients the necessary tools and services to enhance their retirement plan benefits.  We are proactive in our approach and ensure that our clients and plan participants are successful no matter what the legislative and economic conditions may be.

About Tricom Funding:

As a financial solutions provider to the staffing and consulting industry, it is our philosophy to be an active member in the staffing industry by staying abreast of the ever-changing market place. For that reason, Tricom was pleased to launch the Industry Insider webinar series designed to share our expert knowledge and resources with our fellow staffing industry colleagues. One of our core values is to build relationships and become a leading resource to staffing and consulting firms nationwide.