Join Us For An Educational Webinar!

Fiduciary Governance, Plan Design, Plan Investment Offering, DOL Regulations, Executive Benefit Plan

How Does Your Bank’s Retirement Plan Program Measure Up?

Retirement plans continue to be a key component of both recruitment and retention in the competitive banking industry. Additionally, retirement plans pose potential personal liability in the HR and CFO suite. In this informative webinar we will review retirement plan trends in the banking industry along with recent Department of Labor regulations and best practices.

Webinar participants will learn how their peers are addressing the challenges and opportunities of their retirement plan programs, including:

  • Fiduciary Governance
  • Plan Design
  • Plan Investment Offering
  • Department of Labor Regulations
  • Executive Benefit Plan

Presented by:

Joe Carpenter, President, NFP Executive Benefits

Paul Powell, AIF®, PRP, C(k)P, Managing Director, NFP Retirement

REGISTER TODAY! or call 800.959.0071

HRCI CE, SHRM, Credits

NFP Retirement | 120 Vantis, Suite 400 | Aliso Viejo, CA 92656 | 949.460.9898 | 800.959.0071 |

NFP Retirement


Securities may be offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Investment Advisory Services may be offered through NFP Retirement, Inc. NFPAS is affiliated with NFP Retirement Inc. Mutual funds are sold by prospectus only. Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund. The fund prospectus provides this and other important information. Please contact your representative or the Company to obtain a prospectus. Please read the prospectus carefully before investing or sending money. The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be preapproved for recertification credit. NFPR-2015-147 ACR#156995 09/15