Non-profit employers have a growing list of concerns associated with their 403(b) plans; fee litigation, illiquid annuity contracts, administration of legacy assets, diminishing on site participant education, fulfilling the fiduciary obligations and the list continues. What are 403(b) plans sponsors doing today to address these issues? Join Pete as he describes how non-profit employers are taking control of their plans and tackling all of these issues simultaneously.... ( read more )
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As the retirement landscape continues to evolve, plan sponsors are increasingly looking for ways to modernize the 403b. Plan sponsors are looking for ways to streamline the management of their 403b plans and make them more accessible and efficient for their participants. One way plan sponsors are modern...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)