QPA Fiduciary Education Webinar Series

Please join Qualified Plan Advisors (QPA) on their monthly Fiduciary Education Webinar Series. These complimentary webinars are designed to provide you content relevant to your retirement plan and steps your organization can take today, in order to better prepare your employees’ retirement.  The featured speakers will discuss industry trends, regulations, and best practices for plan sponsors to keep your organization up to date in the retirement world.  Free SHRM and HRCI Credit for attendees.

Featured Speakers:

Matthew J. Eickman, J.D.
Director of ERISA Services  |  Qualified Plan Advisors
Matthew has more than 14 years of private legal practice focusing exclusively on employee benefits and serves as the Director of ERISA Services for QPA. He has worked closely with fiduciaries overseeing plans of all sizes, from a few to more than 36,000 participants and with assets exceeding $2.2 billion, and has represented clients in front of the IRS and DOL. He previously served as the Editor-in-Chief of the Baylor Law Review and is currently the Chair of the Defined Contribution Plans Subcommittee for the American Bar Association’s Tax Section. Matthew spends his spare time coaching teams for his three sons, running, and being supportive of a REbeL, Inc., a non-profit founded by his wife, Laura.

Marco Melero, C(k)P, AIF
Multicultural Education Specialist   |  Qualified Plan Advisors
Marco Melero has over a decade of financial service experience and currently functions as a Multicultural Education Strategist.  He has extensive knowledge in working with retirement plan committees and a specialty in working with the Hispanic workforce by providing a culturally relevant education experience to plan participants.  With his parents being first generation Americans, his passion stems from his humble beginnings and realizing at young age the strong need for financial education for the Hispanic population.  During his personal time off he enjoys traveling with his wife Valery and son Lorenzo, and they just spent the holidays in Mexico with family.

Scott Colangelo, AIF
Managing Partner; Chairman  |  Qualified Plan Advisors
To be a leader and an innovator, you must be daring enough to carve a pathway to success for your customers that often deviates from the conventional track. Scott Colangelo is not afraid to be different. As the chief executive officer of Qualified Plan Advisors, he is forward-thinking in the financial business, but always with his clients’ best interests in mind. He is the creator of Qualified Plan Advisors (QPA) and is responsible for strategic planning and growth of the firm.

Benchmarking: A Defined Process

May 1, 2018  |  10:00 AM
Presenter: Matthew Eickman J.D.
Topics:

  • Defining a True Benchmarking Process
  • Exploring the Marketplace and Facilitating Competition
  • “What are you looking to achieve?”

Register Here

Investment Refresh: Improving Participant Outcomes Through Re-enrollment

June 5, 2018  |  10:00 AM
Presenter: Matthew Eickman J.D.
Topics:

  • Understanding the terminology
  • Identifying Best Practices
  • Achieving Benefits for Fiduciaries and Participants
  • Debunking the Myths

Register Here

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