2022 onsite conference schedule

Tuesday, July 12, 2022

1st Afternoon Mini Sessions

How Do You Know If You Are Ready for Retirement?

Date: 07/12/2022 1:30-3:05 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Management Services
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager
Tracks:
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Trainers:
Lisa Loughry
Executive VP, National Accounts Mutual of America Financial Group
Earl Jones, Jr.
VP, National Accounts, Mutual of America Financial Group
Learning Objectives:
1. Define retirement planning success and retirement readiness.
2. Identify best practices in selecting plan providers and plan costs.
3. Discuss fiduciary reviews, diversification of portfolios and increase of participation rates.
Session Description:
Mutual of America Financial Group is pleased to present this session that will discuss better positioning your agency for retirement plan success and retirement readiness from an employee perspective.

Hear about best practices agencies should follow when selecting plan providers, understanding the “all in” costs of a retirement plan, due diligence plan fiduciary reviews, diversification of portfolios, achievement of higher participation rates and more.