In this webinar, Kait Feeney, COO of the leave management platform Tilt and Matthew LoPorto, Vice President, Compliance of Relation Insurance Services will give an overview of current U.S. state-paid family and medical leave (PFML) laws as well as upcoming changes on the horizon. Along with covering the who and what of all things state PFML, we’ll also share best practices on how to navigate the ever-changing leave law landscape more effectively.

Join Relation Insurance and Tilt as they help you understand: The State of State Paid Family & Medical Leave in 2023 and Beyond

Register for Take It or Leave It The State of State Paid Family & Medical Leave in 2023 and Beyond

About The Speakers

Matthew LoPorto
Vice President, Compliance at Relation Insurance
Matthew LoPorto is the VP of Compliance for Relation’s employee benefits team. Matt leads a team that provides compliance support to ensure our groups are meeting federal and state requirements applicable to benefit plans. One of Matt’s responsibilities also includes monitoring newly proposed and enacted legislation at the State and Federal level to make sure that our teams are better prepared for the ever-changing regulatory landscape of insurance and employee benefits. Matt has over 10 years of experience in the insurance and group benefits industry with a focus on regulatory compliance, and is a member of several industry advocacy groups including the Legal Counsel Working Group of the Council of Insurance Agents and Brokers. Matthew graduated as an evening student from Brooklyn Law School.

 

Kait Feeney
COO @ Tilt

America is facing a retirement crisis. Surveys conducted by the Federal Reserve have found that only 75% of non-retirees have any retirement savings whatsoever, and only 40% feel that their retirement savings are on track.

Secure Act 2.0 is Congress’s latest attempt to address this pressing issue. Signed into law in late December 2022, this package of retirement reforms aim to finish the job begun by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.

Version 2.0 of the Secure Act introduces dozens of provisions intended to improve retirement outcomes. From better catch-up contributions to automatic 401(k) enrollment.

Join Relation Insurance and ERISSA expert Brad Campbell as they help you understand the important implications for both employers and employees.

 

About The Speakers

Whitney Jones
Vice President of Corporate Retirement Solutions at Premier Wealth – A Relation Company
In Whitney’s current role, she manages the company’s retirement plan business in all markets. Whitney holds the Certified Plan Fiduciary Advisor designation, multiple FINRA securities licenses, and is an Accredited Investment Fiduciary. In 2023, Whitney was recognized by the National Association of Plan Advisors as being a Top Women Advisor “Rising Star” and a Top Advisor Under 40 “Ace.” A graduate of Oklahoma State University, Whitney enjoys spending time with her husband, their teenager, toddler twins, and two doodle pups. Helping families succeed through employer-sponsored retirement plans is her passion. Helping plan sponsors navigate the retirement plan landscape is her calling.

 

Brad Campbell
Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed and wide-ranging knowledge of the structure and operation of ERISA plans, insight that he applies to client engagements.

 

Matt Harris
Business Development and Retirement @ American Century Investments

The current state of the world has made it more important than ever for employers to align with employees in all aspects of their lives.

Join Relation Insurance and Franklin Templeton as they help you:

  • Identify why there has never been a more urgent time for employers to evaluate their benefit offerings and consider ways to evolve the way they support employee needs
  • Understand how personalization has empowered consumers and is becoming the market standard
  • Understand the lack of employee well-being has an impact on their work
  • Recognize that workers are looking to their employers for help



Voice of the American Worker - Hear What Employees Really Want Webinar

 

Speakers:

 

Whitney Jones
Vice President of Corporate Retirement Solutions at Premier Wealth – A Relation Company
In Whitney’s current role, she manages the company’s retirement plan business in all markets. Whitney holds the Certified Plan Fiduciary Advisor designation, multiple FINRA securities licenses, and is an Accredited Investment Fiduciary. In 2023, Whitney was recognized by the National Association of Plan Advisors as being a Top Women Advisor “Rising Star” and a Top Advisor Under 40 “Ace.” A graduate of Oklahoma State University, Whitney enjoys spending time with her husband, their teenager, toddler twins, and two doodle pups. Helping families succeed through employer-sponsored retirement plans is her passion. Helping plan sponsors navigate the retirement plan landscape is her calling.

 

Matt Foster
National Retirement Strategist @ Franklin Templeton
Matt Foster is a Vice President and National Retirement Strategist with Franklin Templeton’s Workplace Retirement Division. Matt’s primary responsibilities include placement and distribution of investment products offered by Franklin Templeton in the qualified plans market. Additionally, he provides valuable support to financial professionals specific to best practices, business building strategies, market intelligence, and regulatory interpretation.

 

Join our Employee Benefits team for our latest compliance webinar:

Wellness Programs And The Law: Checking The Boxes

Setting up a wellness program requires many steps beyond developing options and strategies that will increase the health and well-being of your employees. A major hurdle is satisfying all of the legal requirements that apply. This program will provide an overview of the main legal requirements impacting wellness programs (HIPAA, ADA, and GINA), and provide guidance on developing a compliant program. We will discuss common compliance challenges facing employers and offer some solutions. Tips, traps, best practices, and action items will be included.

Date: Wednesday, February 22, 2023
Time: 2 PM EST
Duration: 1 hour 30 minutes

Register for Wellness Programs and The Law - Checking The Boxes

 

Have questions?  Please feel free to submit them in advance to [email protected] or questions may be asked during the webinar.

After you register, you will receive a confidential email containing information about joining the meeting. Be sure to add the event to your calendar.