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2025 PLANSPONSOR Roadmap Livestream Series:
SECURE 2.0

Feeling overwhelmed by the changes and administrative efforts required by SECURE 2.0 regulations? Want insight into how your peers are managing? PLANSPONSOR can help!

Our Roadmap livestream series is designed to provide actionable insights, checklists and educational materials to assist plan sponsors and advisers in ensuring successful implementation of plan features.

Join us for the first Roadmap series of 2025 in February and March. Gain education and resources from experts about SECURE 2.0 provisions and optimal ways to implement them. Hear from plan sponsors about features they are adopting and implementation processes and challenges. Get suggestions for educating participants and promoting features to aid in employee recruitment and retention and improve retirement savings outcomes.

agenda

Overview
Feb. 12
Feb. 19
Mar. 5

PLANSPONSOR Roadmap: SECURE 2.0 Livestream Series

  1. February 12
    2:00 p.m. ET

    Catch-Up Provisions

    Panelists will discuss necessary considerations for working with recordkeepers and third-party administrators to implement the age 60 to 63 and high-earner Roth catch-up provisions, avoid mistakes and best educate participants. Plan sponsors will hear what some of their peers are doing.

    On Demand

  2. February 19
    2:00 p.m. ET

    Student Loan Matching and Educational Benefits

    Panelists will discuss guidance related to the SECURE 2.0 provision for matching student loan repayments made by participants and key considerations for implementing the feature. Attendees will hear about the potential effects of student loan matching and other educational benefits on employee recruitment and retention.

    On Demand

  3. March 5
    2:00 p.m. ET

    Special Considerations for 403(b) Plans

    Hear what SECURE 2.0 provisions 403(b) plan sponsors are embracing and what unique challenges they encounter.

    Register Here

SECURE 2.0: Catch-Up Provisions

  1. Wednesday,
    February 12, 2025
    2:00 P.M

    Panelists will discuss necessary considerations for working with recordkeepers and third-party administrators to implement the age 60 to 63 and high-earner Roth catch-up provisions, avoid mistakes and best educate participants. Plan sponsors will hear what some of their peers are doing.

    Moderator
    Kristi K. Baker, Managing Partner, CSi Advisory Services, a division of HUB International

    Panelists
    Elizabeth Drake, Principal, Groom Law Group, Chartered
    Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting
    Adelia Soremekun, Senior Director, Total Rewards, The Jackson Laboratory

SECURE 2.0: Student Loan Matching and Educational Benefits

  1. Wednesday,
    February 19, 2025
    2:00 P.M

    Panelists will discuss guidance related to the SECURE 2.0 provision for matching student loan repayments made by participants and key considerations for implementing the feature. Attendees will hear about the potential effects of student loan matching and other educational benefits on employee recruitment and retention.

    Moderator
    Derek Fiorenza, Co-Founder, Summit Group Retirement Planners

    Panelists
    Sean Kelly, Vice President, Financial Advisor, Heffernan Financial Services
    Elizabeth Dold, Principal, Groom Law Group, Chartered
    Brian Williamson, Director, Benefits & Retirement Programs, Avangrid

SECURE 2.0: Special Considerations for 403(b) Plans

  1. Wednesday,
    March 5, 2025
    2:00 P.M

    Hear what SECURE 2.0 provisions 403(b) plan sponsors are embracing and what unique challenges they encounter.

    Moderator
    Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting

    Panelist
    Sam Moroni, Senior Wealth Strategy Associate, Retirement Plan Consulting, UBS Financial Services
    David Levine, Principal and Employers & Sponsors Co-Chair, Groom Law Group, Chartered

speakers

  • Kristi K. Baker

    Kristi K. Baker

    Managing Partner
    CSi Advisory Services, a division of HUB International
    Kristi K. Baker
    Managing Partner
    CSi Advisory Services, a division of HUB International

    Kristi K. Baker is Managing Partner for HUB Retirement and Wealth Management/CSi Advisory Services (HUB CSi). Since 1993, Kristi has partnered with hundreds of plan sponsors to design and manage a successful retirement plan, both from the company perspective and from the retirement success of their employees. Kristi has upheld a commitment to building an organization centered on integrity and meaningful relationships, which seek to provide unsurpassed service and independent advice for professionals, businesses, and their employees. Kristi is a strong advocate of financial education and successful retirement outcomes. She holds a B.S. in Finance and Insurance from Illinois Wesleyan University. She has earned the Certified 401(k) Professional (C(k)P) designation awarded in conjunction with the Anderson School of Business and Executive Management at the University of California at Los Angeles (UCLA); the Accredited Investment Fiduciary (AIF) professional designation awarded by the Center for Fiduciary Studies. She is a Chartered Advisor of Senior Living (CASL), a Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU).

    Kristi and CSi have been recognized for their services. Kristi has been named a Top 100 Retirement Plan Adviser by PLANADVISER, in addition to being named in 2023 and 2024 as a Retirement Plan Adviser of the Year Finalist.

  • Elizabeth Dold

    Elizabeth Dold

    Managing Partner
    Groom Law Group, Chartered
    Elizabeth Dold
    Managing Partner
    Groom Law Group, Chartered

    Elizabeth Dold’s practice focuses on the Internal Revenue Code and related compensation matters, including employment taxes and other reporting and withholding requirements. She covers all types of employee benefits, including qualified plans, IRAs, governmental plans, nonqualified deferred compensation plans, and health and welfare plans. She assists clients in all tax-related aspects of employee benefits including Internal Revenue Service (IRS) filings, compliance audits, design of retirement products, reviewing marketing materials, plan corrections, nonresident alien reporting/taxation issues, taxation of settlement awards, restorative payments, lifetime income products, taxation and reporting of fringe benefits and welfare benefits, and employment taxes.

  • Elizabeth Drake

    Elizabeth Drake

    Principal
    Groom Law Group, Chartered
    Elizabeth Drake
    Principal
    Groom Law Group, Chartered

    Elizabeth Drake’s practice covers Employee Retirement Income Security Act (“ERISA”) and tax requirements applicable to retirement plans and non-qualified arrangements, health and welfare benefits and fringe benefit programs. In recent years, Elizabeth’s practice has focused on counseling and advocacy work on behalf of large plan sponsors on complex and sensitive matters primarily involving their defined benefit pension and 401(k) plans.

    Elizabeth’s in-depth understanding of the relevant legal requirements and day-to-day administrative issues make her uniquely able to guide clients through the challenges presented by ever-evolving legal requirements and complex administrative and plan document/drafting issues. She is known for helping clients reach practical solutions and handle sensitive matters.

  • Derek Fiorenza

    Derek Fiorenza

    Co-founder
    Summit Group Retirement Planners, Inc.
    Derek Fiorenza
    Co-founder
    Summit Group Retirement Planners, Inc.

    Derek Fiorenza co-founded Summit Group Retirement Planners, Inc. SGRP is a Registered Investment Advisory Firm registered with the Securities Exchange Commission (SEC). Derek serves as an Investment Advisor Representative (IAR) of the RIA. He is the COO/CCO of the corporation and is focused on expanding the brand by providing an extremely high level of service to all its qualified corporate retirement plan clients and the industry. Additionally, Derek founded the non-profit organization, Fiorenza’s Food For Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4’s Vision is to create a world without hunger! F4’s Mission is to connect sources of food to recipients in need.

  • Sean Kelly

    Sean Kelly

    Vice President, Financial Advisor
    Heffernan Financial
    Sean Kelly
    Vice President, Financial Advisor
    Heffernan Financial
    Vice President, Financial Advisor
    Heffernan Financial

    Sean Kelly serves as a Financial Advisor and holds the position of Vice President at Heffernan Financial Services. With a career spanning 18 years in the retirement plan investment advisory business, Sean has become a trusted expert in group retirement plans across private, public, and nonprofit sectors.
    His dedication lies in helping organizations craft and sustain robust retirement plan benefits for both the company and its employees. Mr. Kelly was recently awarded PLANADVISER Retirement Plan Adviser of the Year in 2024 in the Plan Sponsor Service Category. He was also named as a Top Retirement Plan Adviser for both assets under management & number of 401(k) plans 2024. Sean takes pride in delivering genuine independent investment advice and fostering a consultative relationship with each client. As a
    committed advocate, he guides them through every step of the process, ensuring the best outcomes. Together with his team, Sean manages a portfolio of just over $1 Billion in assets, distributed among 47 valued clients. Sean pursued his education at The University of California, Santa Barbara, earning a BA in Business Economics.

  • David Levine

    David Levine

    Principal and Employers & Sponsors Co-Chair
    Groom Law Group, Chartered
    David Levine
    Principal and Employers & Sponsors Co-Chair
    Groom Law Group, Chartered

    Levine advises plan sponsors, advisers and other service providers on a wide range of employee benefits matters, from retirement and executive compensation to health and welfare plan matters.

    Levine was previously the Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (2011-2013) and is currently a member of the Executive Committee of the Defined Contribution Institutional Investment Association and serves in a number of leadership roles in the American Bar Association Tax Section’s Employee Benefits Committee.

    Levine has a BA from Johns Hopkins University and a JD from the University of Pennsylvania Law School.

  • Sam Moroni

    Sam Moroni

    Senior Wealth Strategy Associate, Retirement Plan Consulting
    UBS Financial Services
    Sam Moroni
    Senior Wealth Strategy Associate, Retirement Plan Consulting
    UBS Financial Services

    Sam has been with the UBS Retirement Plan Consulting Group since 2007 working with employer-sponsored retirement plans such as 401(k), 403(b) and nonqualified deferred compensation. Sam brings a human element to helping participants become financially aware of their short and long-term investment goals. He specializes in working with plan sponsors to design and implement targeted employee education and communication campaigns that empower plan participants of all age groups, whether they’re just starting their savings or nearing retirement.

  • Phil Sherman

    Phil Sherman

    Senior Retirement Plan Consultant
    Deschutes Investment Consulting
    Phil Sherman
    Senior Retirement Plan Consultant
    Deschutes Investment Consulting

    Phil Sherman, CFP, is the Senior Retirement Plan Consultant of Deschutes Investment Consulting in Portland, OR. He was originally drawn to the retirement plan industry after years of working in the wealth management field, where his interactions shed light on the lack of financial literacy. This inspired him to shift his focus to retirement plans and their participants. By working with retirement plans, he realized he could have a direct impact on education through workplace benefits and help employees better handle their money and make choices today that will have a lasting impact for tomorrow.

  • Adelia Soremekun

    Adelia Soremekun

    Senior Director, Total Rewards
    The Jackson Laboratory
    Adelia Soremekun
    Senior Director, Total Rewards
    The Jackson Laboratory

    Adelia Soremekun is a highly experienced HR professional dedicated to creating impactful and valuable experiences throughout the employee life cycle. With over 20 years of experience, including 14 years in HR administration, she currently serves as the Senior Director, Total Rewards at The Jackson Laboratory. Her in-depth knowledge and strategic approach has played pivotal roles in optimizing HR processes and enhancing employee
    satisfaction. Her expertise cover employee education, program and policy design for benefits, compensation, wellness, absence and general employee relations. She holds an MBA along with multiple certifications, including SHRM-CP, PHR, CPDM, and Global benefits. Adelia is the convener of CommonSense HR, a LinkedIn group.

  • Brian Williamson

    Brian Williamson

    Director of Benefits & Retirement Programs
    Avangrid
    Brian Williamson
    Director of Benefits & Retirement Programs
    Avangrid

    Brian has been with Avangrid Management Company, LLC since 2019 and was recently promoted to Director of Benefits and Retirement Programs with a focus on Defined Benefit, 401(k), Non-Qualified Deferred Compensation plans, as well as Health & Welfare benefit plans. During his tenure, Brian played a pivotal role in co-authoring the successful launch of a Student Loan Debt Repayment Program in 2023 and more recently, he spearheaded Avangrid’s initiative to become the first company to introduce the BlackRock LifePath Paycheck series of Target Date funds. Prior to his tenure at Avangrid, Brian accumulated 14 years of experience in the financial industry, specializing in institutional investment portfolios. Additionally, Avangrid was the proud recipient 2024 Plan Sponsor of the Year award for the company’s leading retirement plan and groundbreaking Student Loan Debt Repayment program.

sponsors

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Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of plan sponsors and retirement plan advisers.