How to Offer Your Employees an Affordable 401k Plan (It’s Possible)
A 401(k) may be the biggest hiring and retention feature a company can employ. As a business, sponsoring a retirement plan can be challenging as it often creates an administrative burden to you, increases your fiduciary risk and can be extremely costly. So how do you overcome all these concerns and take advantage of all the hiring and retention benefits? This webinar will guide you through SC&RA’s new Retirement Solution Affinity Program available exclusively to SC&RA members. In this webinar, attendees will learn:
- Benefits of using the SC&RA Retirement Solution Program;
- How the program mitigates and transfers fiduciary risks FROM you, offering you the highest degree of protection in the industry;
- How to sign up and start saving.
Company owners and operators are encouraged to attend, as well as human resource professionals.
Speakers: Dean J. DiGregorio, AIF, Partner and Chris Connelly, AIF, Partner of One Retirement Source
Dean DiGregorio, AIF® is dedicated to helping business owners & plan sponsors in New England run their company sponsored retirement plan and educating their employees.
Unlike other firms that focus on wealth management, Dean founded One Retirement Source to solely focus on the employer sponsored retirement plan. A 3-Core Service Model of plan design consulting, fiduciary analysis / investment due diligence and employee education all coming from one source is what differentiates One Retirement Source from their competitors, thus the name, One Retirement Source.
Retirement plan knowledge and great communication skills are just some of the attributes that have been commended by Dean's clients over the past 18 years. Dean began his career as a financial advisor for KC Capital Management assisting small business owners and plan sponsors with their company retirement plan. Then he worked at Principal Financial Group educating individual plan participants on the benefits of their retirement plan. Having worked on both the financial advisor side and plan provider side is how he accumulated his vast knowledge of the retirement plan industry.
Dean has achieved the Fi360® Accredited Investment Fiduciary (AIF®) designation, which certifies a designee's specialized knowledge of fiduciary standards of care and their application to the investment management process.
He is a Westfield State University graduate and was the starting Quarterback for the Westfield State Owls varsity football team from 1997-1999.
Dean grew up in Melrose, MA and currently resides in the Merrimack Valley area with his amazing wife Tonya along with their two kids, Brock & Gia. Away from the office Dean loves coaching youth sports, golfing and spending time with his big Italian family.
Chris Connelly, AIF® has a passion for helping business owners and plan sponsors run their company sponsored retirement plan.
Chris possesses a thorough knowledge of the retirement plan industry. He has spent the majority of his career with leading retirement plan providers, including Fidelity, Putnam, Principal Financial Group and most recently Transamerica. Chris has the unique experience of working on a range of Retirement Plan arrangements and types, servicing and consulting with Defined Contribution Plans (401k & 403b), Cash Balance Plans, Defined Benefit/Pension Plans, Employer Stock Ownership Plans (ESOP's) and Multi-Employer Plans (MEP’s).
Plan design, provider capabilities & pricing, plan investment analysis and participant education are just a few of the areas in which Chris excels. Chris began his career at Fidelity, then had the unique opportunity to deliver participant education for Putnam conducting group and 1-on-1 education meetings nationwide. He then moved to Principal Financial Group as a Retirement Plan Relationship Manager helping plan sponsors achieve successful outcomes for their plan participants. He then transitioned to Retirement Plan Sales for Principal in northern New England before moving over to Transamerica, where he served as Regional Vice President in eastern Massachusetts.
Chris is a Holy Cross College graduate and recently achieved the Fi360® Accredited Investment Fiduciary (AIF®) designation, which certifies a designee's specialized knowledge of fiduciary standards of care and their application to the investment management process.
Chris resides in Wilmington, MA with his wife Tracy and their daughter Claire. If Chris is not in the office you can find him cheering on Claire at her swim meets, golfing, or vacationing with his family in Maine.