Changes in Employer Sponsored Retirement Plans & the SECURE Act 2.0

Vincent Lombardo, Investment Advisor Representative

Partner CPR Financial & Ins Serv Inc. 

Date:  Thursday, March 16

Time:  11:30a.m. - 1:00 p.m.

Location:  Embassy Suites Corpus Christi 

Session Description

This presentation will cover how the SECURE Act 2.0 is changing the Employer sponsored retirement plans over the next five (5) years and how to protect your company from the fiduciary minefield of being a plan sponsor. 

Session Objectives:

• Defining SECURE Act 2.0
• Defining employer sponsored retirement plans
• Explore how to protect your company

About the Speaker:

Vincent Lombardo , has been working in the financial services industry for over 25 years. He holds multiple licenses in both insurance and securities including the Series 65 and General Lines Insurance products including life and health. He is licensed to transact business in Arizona, Colorado, Connecticut, Georgia, North Carolina, Oklahoma, Pennsylvania, Tennessee and Texas.

Vincent started his career in South Florida as a registered rep for a national broker/dealer and expanded into the property and casualty arena. The agency was expanded to multiple locations and in 2010 Vincent sold his interest to relocate to North Texas to concentrate on the advisory business.

He has since become a leader in the small to mid-sized business retirement planning space, specializing in 401(k) construction and most other business-sponsored plans. Versed in the complexities of ERISA and fiduciary issues inside employer sponsored plans has placed him in demand as businesses try to maneuver through the plan sponsor liabilities. Vincent studied economics at Broward College and has kept a spotless record of acting in his client’s best interests and acts as a fiduciary. Vincent and his wife Christina have two children and reside in Frisco, Texas.

• $30 Member  |  $35 Non-Member

• $45 Late Registrants 

• $10 Virtual Zoom Member  |  $15 Non-Member

• First Time Attendees (50% discount) , email info@cbshrm.org to get a code.