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New Game Plans for Employer-Sponsored Retirement Programs

The roles of the economy, regulation, and leadership explained at June 9 event sponsored by Oswald Financial, Inc.


News provided by

Oswald Companies

May 21, 2010, 11:04 ET

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CLEVELAND, May 21 /PRNewswire/ -- Employer-sponsored retirement plans are suffering from seismic economic shifts and increased regulations. The impact of these is creating even greater demand for employers, managers and human resource professionals to be more innovative and respond faster to employee needs. These changes require a new game plan for retirement plans and 401k programs.

Northeast Ohio companies looking for a game plan can turn to Oswald Financial, Inc., as it is assembling a team of coaches at Quicken Loans Arena on June 9, who will present:

Beat the Buzzer: Get off the Bench & Join us on the Court

Update on the Economy and Program Impact:

Kenneth Beauchemin, Senior Research Economist - Federal Reserve Bank of Cleveland, who will explain economic changes affecting you and your company's retirement plan.


Regulatory Changes and the Role of Transparency:  

Craig Rosenthal, SVP - Fiduciary Benchmarks, Inc., who will explain the importance of benchmarking your retirement plan.  


Lessons in Plan Sponsor Decisions and Corporate Management:  

Don Trone, CEO of Strategic Ethos; founder of the Foundation for Fiduciary Studies and author, who will discuss the role of leadership, core values, and decision-making of managers and how it relates to managing a 401k program.

"This event is a must for employers who are committed to understanding the true cost and operating efficiencies of their retirement plan," said David Kulchar, EVP, Oswald Financial, an offering of Oswald Companies.

The event and continental breakfast are free and begin at 8 a.m. on Wednesday, June 9, at Cleveland's Quicken Loans Arena. It concludes at noon. Complimentary parking is available in the Gateway East Garage, the corner of East Sixth and Huron Rd.

Please RSVP by Wednesday, June 2 to Sarah LoPresti, (216) 367-8787 or [email protected]  •

About Oswald Companies - Founded in 1893 and headquartered in Cleveland, Oswald Companies provide value-added products and global services in risk management, property and casualty insurance, life insurance, group benefits and retirement plans from offices in Florida, Kentucky, Michigan, Minnesota and Ohio. This combination of service locations results in 238 employee owners; they are supported by 20,000 professionals from nearly 500 partner offices in more than 80 countries on six continents as members of the Assurex Global, a consortium of leading risk management and business insurance experts. Learn more at www.oswaldcompanies.com

SOURCE Oswald Companies

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