The New York Metro Area Chapter invites you to attend a WEBINAR: 2020 Plan Sponsor Retirement Plan Trends & Attitudes with Fidelity & Alliant.
Please join us as representatives from Alliant and Fidelity discuss 401(k) & Retirement Plan Trends and regulatory updates on SECURE and CARES Acts
John Cunningham is the Executive Vice President of Alliant’s Retirement Services Group and Life Insurance Division in the Northeast. John implemented and established the 401(k) division for Alliant Northeast. He is responsible for maintaining the ongoing vision of the 401(k) and Life Insurance Unit, as well as, sustaining significant growth in clientele. John has been recognized by national publications in the 401(k) and defined contribution industry like Plan Sponsor Magazine as one of their Top 100 401(k) advisors and of a top ten 401(k) consulting firm. John’s career in the 401(k) Defined Contribution & Pension field began 25 years ago with Shearson Lehman Brothers where he started in 401(k) Plan brokerage sales. John graduated from St. John’s University, where he received his bachelor’s degree. He currently holds an AIF designation, Life & Health insurance licenses, as well as Series 6, 26, and 65 licenses. He is an author of a 401k book titled “For your Benefit” as well as frequent author of 401(k) and other related articles for Employee Benefits Digest, CFO magazine and other publications. He was also a co-host of a popular Radio show from 2002 to 2006 on 1250am WMTR called “For Your Benefit.”
Will Kempton is a regional vice president at Fidelity Institutional Asset Management (FIAM), Fidelity Investments' distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. In this role, Mr. Kempton is a member of the Defined Contribution Investment Only (DCIO) team and is responsible for the distribution of Fidelity Investment's asset management capabilities through financial advisors, broker-dealers, advisory firms and record keepers that are serving the defined contribution market in the Metro New York and New Jersey regions. Prior to joining Fidelity in 2012, Mr. Kempton was a senior regional investment consultant on the FIAM Broker Dealer Sales Desk. Mr. Kempton earned his bachelor of arts degree in international business from Saint Anselm College. He holds the Certified Investment Management Analyst (CIMA) and Chartered Retirement Plans Specialist (CRPS) designations. Additionally, Mr. Kempton holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Steve Bae is the vice president and retirement Director at Fidelity Investments. Steve is responsible for 401(k) platform sales and advisor relationship management in NYC. Steve has over 20 years of experience in the Defined Contribution industry (19 years with Fidelity). He earned a BA from the University of Massachusetts, Amherst, an MBA from Babson College, and is a registered securities representative.
Tuesday, June 16, 2020
Presentation / Q & A at 01:00 PM – 02:00 PM Eastern Time (US and Canada)
To attend, you must register by Monday, June 15th (1 PM)