What: B2B Partner Exchange: Dealing with 408(b)(2) through Integrated Retirement Plan Aggregation, Compliance, and Intelligence
Facilitated by: Randy Namin, Director of Sales, Castle Rock Innovations, Inc.; Candice D’Andrea, Director of Client Relationship, Castle Rock Innovations, Inc.; and Khash Sarrafi, CEO, Castle Rock Innovations, Inc.
When: Thursday, July 17, 2014
Time: 11:00 a.m. – 12:00 p.m. CT
Cost: Free to all interested attendees
Data aggregate all your retirement plans from multiple providers in one place, automate the 408(b)(2) and 404(a)(5) mandated disclosures process, use real time benchmarking to accelerate your growth, provide consultancy with comprehensive data intelligence
Over the past year, numerous and complex amendments to the Employee Retirement Income Security Act (“ERISA”) have gone into effect. The technical nature of the regulations, coupled with significant penalties for non-compliance, requires stakeholders to be well-informed and equipped to develop and deploy sustainable solutions for servicing retirement plans and plan participants. To address this market need, NIPA has partnered with Castle Rock Innovations to offer a sizable discount on the AXIS Retirement Analytics Platform, a premier service for real time analytics, benchmarking and reporting capabilities. Join us for an overview of the platform features and the benchmarking process. After the presentation, Candice, Randy and Khash will be available for your questions.
While discounts on the AXIS platform are currently only available to NIPA Business Owner Members, this B2B Partner Exchange is open to all interested attendees. This is your chance to see first-hand how NIPA membership continues to bring the best of the industry to you at no additional charge!
B2B Partner Exchange Attendee List
To view the attendee list of the B2B Partner Exchange participants, please click on the above link in the "Registration Information". Once you have clicked on the link, you can click on the icon next to the name of each registrant to view the individual's full contact information.