CCPA June Lunch Meeting
June 13, 2019
11:30 AM - 3:30 PM
Add to Calendar
1743 West Nursery Road
Linthicum Heights, MD 21090
Join us for our June Lunch Meeting on June 13, 2019!
Approved for 2 RCH!
Topic: Payroll and Administering 401(k) and 403(b) - The 10 Things You May Be Doing Wrong (or doing right)
Speaker: Jania Stout
The 10 Things You May Be Doing Wrong (or doing right )!
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.
|AGENDA:||11:15 - 11:45||Registration|
|11:45 - 12:00||Chapter Business|
|12:00 - 12:45||Lunch / Networking|
|12:45 - 2:15||Jania Stout; the 10 things you May be doing Wrong or not Right!|
|2:15 - 2:30||Q and A|
|2:30 - 2:45||Closing and door prizes|
TBD Recertification Credit Hours (RCH) will be awarded to CPP and FPC professionals for this meeting.
Charm City Payroll Association registration and cancellation policy: Meeting registrations are transferable to other employees at the same company as the original registrant, provided advance notification is provided to the CCPA by clicking here. Cancellations are allowed up to the deadline for the early registration date and are subject to a cancellation fee of $10.00. Cancellations after this date are not refundable and the full cost of the event is due. All refunds are issued by check from the CCPA made out to to the original registering party.
Notes regarding the registration process on our web site:
Charm City Payroll Association is an affiliated local chapter of the American Payroll Association. Learn more about APA at www.americanpayroll.org
$45.00 Paid Members
$55.00 after 11:45 pm June 7
$60.00 Non Member Ticket
$70.00 after 11:45 pm June 7
CCPA Virtual Seminar - Maryland Health Working Families Act
Online Using Zoom
2020 CPP Review Course
Courtyard by Marriott Baltimore BWI
1671 W. Nursery road
Linthicum Heights, MD 21090