This presentation provides an overview of several different types of retirement plans including IRAs, 401K plans, and defined benefit plans. It also includes an in-depth discussion of the questions that small business owners and financial representatives should ask when thinking about choosing retirement plans, and the attendees will be guided to our website for additional resources.
Tuesday, October 8, 2019
Hyatt Regency John Wayne Airport | 4545 MacArthur Boulevard | Newport Beach
Registration: 11 AM
OCAHU Business and Lunch: 11:30 AM
Speaker Presentation: 12 to 1 PM
Cost to Attend: Member: $35 | Non-Member: $50
Meet Our Speaker:
Mark McCreary, Senior Benefits Advisor, Employee Benefits Security Administration, U.S. Department of Labor
Mark joined U.S. Department of Labor, Employee Benefits Security Administration, in 2005 as a Benefits Advisor for the Outreach and Educational Assistance Unit, where he provides technical assistance to employers, service providers, and participants regarding ERISA-covered benefit issues. He has facilitated numerous presentations on compliance topics to various groups including plan sponsors, third party administrators, and human resource staff members. He currently works as a Senior Benefits Advisor at the Los Angeles Regional Office.
Watch for details!
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