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Monthly Meetings

2016_08: The Accelerating Evolution of Retirement Plans

2016_08: The Accelerating Evolution of Retirement Plans

For the Chapter’s August Meeting, the featured speaker was Joe Brummel, AIF®, C(k)P® | Director Retirement Plan Consulting at Wealth Enhancement Group

Joe Brummel

Summary Insights

  1. New DOL rules raise the bar
  2. More transparency with consequences
  3. Strive for more than legal minimums with your plan
  4. Take action now for any necessary evaluations & changes
  5. The ultimate question every plan sponsor must consider: What is in the best interest of plan participants?

Upcoming Events:
• The Plan Sponsor University™
– September 22nd
– At University of Minnesota
– Online Information & Registration at

• The Plan Sponsor Roundtable™
– November 17th in Roseville, “The New DOL Fiduciary Rule”
– For Information & Registration, Email, or Call (952) 249-4900


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