Future of Retirement Plan Management

When:  Mar 20, 2018 from 12:00 PM to 1:30 PM (ET)
Associated with  Grand Rapids Chapter

Please register today for the March 20, 2018 IMA lunch meeting where Joe DeLude from Mercer will present "Future of Retirement Plan Management".  The deadline to register is end of day Thursday, March 15. 

Joe DeLude, Principal from the Chicago office of Mercer, will be sharing about the top priorities of retirement plan sponsors in 2018.   The responsibilities of plan sponsors as implied fiduciaries continues.  Come hear about the latest thinking leading to enduring sound plan management and driving participant success in retirement plans.

Speaker

Joe_delude.jpg
Joe DeLude

Joe is a Principal, and Defined Contribution Investment Director, within Mercer's Wealth business. Based in Chicago, he works with clients to help them analyze their DC Plan Investment structure. With the ultimate objective of helping participants achieve their retirement goals, Joe will assess governance risk, fees and investment offering. He will work with clients to design an offering that meets their needs and provides plan participants the best opportunity to succeed. Joe will leverage Mercer's deep capabilities to ensure our client's success today and into the future.

Prior to joining Mercer, Joe spent 21 years with leading DC Industry providers ADP, Fidelity and MassMutual. This experience has given him unique insight as to how the industry positions its solutions for clients. Joe uses this knowledge to best position Mercer's clients for success with the management of their DC Plans. 

Joe received his Bachelor of Science degree from Villanova University School of Business. He was a Finance Major at Villanova. Joe has held multiple industry designations, attends major industry forums and conferences.

If you are interested in the services that Mercer provides please contact Joe to discuss additional options: 312-917-9626 or joseph.delude@mercer.com.

Location

Thousand Oaks Golf Course
4100 Thousand Oaks Drive
Grand Rapids, MI 49525

Contact

Zack Scofield
616-466-6761
zscofield20@gmail.com