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Thursday, May 7 • 2:30pm - 4:00pm
Charting the Waters of Retirement Plan Regulation

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As the field looks to maintain competitive compensation packages for key personnel, 403(b) pension plans are becoming more common, and plan administrators have the burden of demonstrating good faith compliance with the Employee Retirement Income Security Act (ERISA). Learn more about these annual reporting requirements and their impact on your organization now and in the future. In this session, employers will better understand how to navigate responsibilities and practices for compliance with PPA2006 and other regulatory matters.



Lori Wright

Principal, Mercer Global
Lori Wright is a principal in Mercer’s DC Consulting Group, located in Richmond, Virginia. Virginia. Wright specializes in providing retirement plan and vendor consulting for not-for-profit and public sector employers, with significant experience in working with 403(b), 401(a), 401(k) and 457 plans. In addition, she provides design and technical assistance to other consultants within the Mercer organization. She joined Mercer in 1988. She... Read More →

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Arts Insurance Program

Director, Arts Insurance Program
The Arts Insurance Program is the largest insurer of opera companies nationally. Our Opera Insurance Program provides the most comprehensive coverage, at very aggressive pricing. Workers compensation, general liability, volunteer accident, entertainment equipment and other specialty insurances are specifically crafted for the opera community. Bob Middleton, Director Phone: 410- 547-3167 Bmiddleton@MDpins.com mdpins.com

Thursday May 7, 2015 2:30pm - 4:00pm
Georgetown I - Washington Marriott 1221 22nd St. NW, Washington, D.C. 20037

Attendees (6)