This Half Day Program will be held at Marzoni's Brick Oven & Brewing Company, 164 Patch Way Road, Duncansville

Member Networking Opportunity at 4:10 PM

Registration and Presentation Timeline:  

• Meeting Registration: 12:30 PM - 1:00 PM
• Presentation begins at 1:00 PM
• Presentation ends at 4:00 PM
• Networking at 4:10 PM with Beverages and Appetizers

Recertification Credits: 

Topic: 

3 experts will speak to the impact that benefits and compensation have on recruiting and retention as well how these areas are trending as we move through these challenging times.

Details: 

1:00- 2:00 Trends in Retirement and 401(k); Chris Deandrea, Webber Advisors. Marc Cornell, JP Morgan

J.P. Morgan’s 2023 DC Plan Sponsor Survey Findings provide insight into plan sponsors' interpretation of the roles of their DC plans, goals and philosophies in providing retirement benefits, considerations driving plan-related decisions, and actions underway to help employees reach retirement success.

 Course Objectives:

· Understand how goals and actions can be linked to maximize the number of employees prepared for a financially secure retirement

· Explore opportunities that exist for plan sponsors in thinking about plan design and investment decision making

· Discuss the crucial role DC plans play in providing retirement security and how further evolution and a concentrated effort of all parties involved are needed

2:00- 3:00 Trends in Health Care and Benefits; Doug Moore, Suebert and Associates

• Health Care Cost Transparency Data – Use Cases & Impact on Decisions
• Trends in the Self-Funding” of Health Benefits
• The Individual Coverage Health Reimbursement Arrangement (ICHRA) as an alternative to “traditional” group insurance
• The impact of the elimination of the “Family Glitch” on employer contribution decisions.
• Evolution of Employee Benefits Administration & Communications
• Trends in Ancillary Benefits
• Latest Compliance Considerations for Employe Benefits

3:10- 4:10 Trends in Compensation; Brooke Contacos and Jonna Contacos-Sawyer, HR Consultants, Inc.

4:10- 5:00  Drinks, Snacks and Networking

Bio's:
Marc A. Cornell, CRPS®
Vice President, Retirement Plan Client Advisor
J.P. Morgan Asset Management
216-225-3834
marc.a.cornell@jpmorgan.com
Marc Cornell is a Retirement Plan Client Advisor for J.P. Morgan Asset
Management based in Columbus, Ohio.
Marc has been in the retirement plan industry since 2011 and has
experience in 401(k) plans, 403(b) plans, 401(a) plans, Defined Benefit
plans, 457(b) plans, and various Non-Qualified plans. Before he joined
the firm in 2016, Marc worked as a Retirement Plan Consultant at
Oswald Financial, Inc. where he led a client management team in the
delivery of retirement plan solutions and services to plan sponsors
including fiduciary best practices, investment due diligence, provider &
plan benchmarking, and plan design consulting. Prior to his career in the
retirement planning industry, Marc spent some time as a Professional
Baseball Player pitching for the minor league affiliates of the Texas
Rangers. Marc has a Bachelor of Science, Sport Management &
Business Administration from Ohio University and has his Master of
Business Administration from John Carroll University. He holds Series 7
& 66 securities licenses as well as Life, Health, and Variable Annuity
Licenses and has his AIF® and CRPS® designations.

Christopher DeAndrea is the Director of Retirement Plan Consulting at Webber Advisors. He focuses on delivering results-oriented retirement plan strategies to clients that aim to allow: 1) their employees an opportunity to create a sustainable income in retirement; and 2) the employer to operate their plan efficiently. Specialties: 401(k), 403(b), 457(b), 457(f), and 457 Governmental retirement plans • Sales consults/presentations to prospective clients • Business development strategies • Plan design analysis • Investment benchmarking and analysis • Employee education • Fiduciary Liability Review With more than twelve years of experience in the financial services industry, Christopher has held various positions within PNC Operations and PNC Investments. Most recently Christopher was a Retirement Plan Consultant at Henderson Brothers, an independent and family-owned firm specializing in retirement plan advisory, wealth management services, employee benefits and commercial insurance consulting.
Christopher graduated from Duquesne University where he earned a bachelor’s degree in marketing and a Master of Business Administration.
Specialized Education: • Securities Registrations*: Series 7 and 66 • Life, accident and health insurance licenses • Certified Plan Fiduciary Advisor (CPFA) • Accredited Investment Fiduciary (AIF)
Christopher resides in North Strabane, Pennsylvania with his wife, Jen, and their two children, Vincent and Lydia.
Christopher DeAndrea, CPFA®, AIF®
Director of Retirement Plan Consulting
Webber Advisors
cdeandrea@webberadvisors.com

Doug Moore, RHU

Principal

Seubert & Associates

 Doug is a Principal with Seubert & Associates in Pittsburgh, PA.  Doug started with Seubert in 1998, becoming a Principal in 2007.  Prior to joining Seubert, Doug held Consultant roles for two different health insurance carriers.

 At Seubert, Doug is responsible for developing relationships with new clients, providing executive leadership on account management activities for existing clients, and guidance of various strategic firm initiatives. 

 Doug is a 1993 graduate of Miami University and holds the professional designation of Registered Health Underwriter (RHU) from the American College.  Doug is a two-time Past President of the Pittsburgh Chapter of the National Association of Health Underwriters (NAHU).