Date & Time
Tuesday, August 17, 2021, 4:15 PM - 5:00 PM
A Broker’s Cliff Notes to the Shifting Compliance Landscape

This session will review recent legislative and regulatory changes impacting employee benefit plans.  But, this isn’t your normal dreary compliance presentation full of details and code sections.  Instead, think cliff notes—pre-digested “bites” of just what you need to know to sound like a genius and lead your clients in the right direction.

  • A big picture understanding of what rules have changed (and which have stayed the same) over the course of the pandemic.
  • A roadmap for helping your groups maintain (or come into compliance).
  • An understanding of how to leverage recent compliance changes to grow your business.
Jen Berman Jessica Waltman