Join us for our June Lunch Meeting on June 13, 2019!

Topic: Payroll and Administering 401(k) and 403(b) - The 10 Things You May Be Doing Wrong (or doing right)

Speaker: Jania Stout

 Summary:

The 10 Things You May Be Doing Wrong (or doing right )!

• Administering 401(k) and 403(b) plans are dependent on payroll.  Hear more about the “gotchas” when it comes to a retirement plan.
• Fiduciary liability best practices
• What do auditors look for when they come in to audit a retirement plan?  Learn how to stay out of trouble!
• Good governance around your retirement program is one of the best ways to protect yourself as fiduciaries and plan administrators.  Hear more about the best practices around governance from a National recognized expert on the topic.

Bio:

Jania Stout, Managing Director, Co-Founder of Fiduciary Plan Advisors at HighTower, brings over 22 years of experience in ERISA plan consulting to her role as Practice Leader. Her team advises over 3 billion in retirement plan assets covering over 100,000 employees. She was named the 2016 Plan Adviser of the Year by Plan

Sponsor Magazine and is currently the President Elect for National Association of Plan Advisors (NAPA). Jania spent the first half of her career working at two of the biggest recordkeepers in the industry. She was a Senior Account Executive at Fidelity prior to becoming an independent advisor. While at Fidelity, Jania advised on retirement plan solutions for mid-market companies. Jania gained tremendous exposure to the challenges plan sponsors face and their need to have a fiduciary partner.

Ms. Stout has been very involved with NAPA over the past decade. The Council is charged with setting the strategic direction and making policy decisions on all matters related to NAPA’s mission. Ms. Stout was asked to testify in front of Congress in the summer of 2017 to speak as a Retirement Expert. She has also met with the DOL in the Spring of 2016 to provide her thoughts and opinions about the pending (at the time) Fiduciary Regulation. Jania has been featured in the Washington Post, Investment News, Benefits Magazine, RIA Biz and Plan Sponsor Magazine. Her team won one of the most prestigious awards in the industry in 2013; the 401(k) Advisor Leadership Award sponsored by National Association of Plan Advisors (NAPA). She is a regular speaker at the Plan Sponsor National Conference.

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