Sessions

Concurrent Session
Hot Topics in the Retirement Plan Industry – What Fiduciaries Need to Know in 2022! (sponsored by Raymond James)
Big Sur 3
Monday 09/26/2022 03:30 PM - 04:30 PM   Add to calendar

The most engaged plan sponsors are asking questions to solve tomorrow's problems and use their benefits offering not only for retaining, but attracting key talent. 

Join us as we answer today's most frequently asked questions on the following topics: 
-Best practices for improving employees' financial health 
-Evaluating cryptocurrency and other alternative assets for 401(k) line-ups 
-Preparing for the retirement & workforce of the future 
-Protecting employee assets from cybersecurity threats 
-Expanding your organization's HR capacity through service provider partnerships.

Karen Y. Yasukawa, CIMA, AIF Photo
Presenter:
Karen Y. Yasukawa, CIMA, AIF, Senior Vice President of Investments,
Raymond James
Shellane  Ogoshi, CFP®, CIMA®, CDFA®, AIF® Photo
Presenter:
Shellane Ogoshi, CFP®, CIMA®, CDFA®, AIF®, Financial Advisor,
Raymond James