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INTAC Seminar for Financial Advisors: The Economic Value of Retirement Plan Health - A CFO Story

Can employers afford to invest in their defined contribution plans to help their employees retire on their own terms? We will delve into these cost implications and the financial value of taking proper actions toward retirement for individual employees.


Tuesday, October 17


  • 3:00 pm - 6:00 pm: Cocktails & Conversation in Morristown, NJ

Our Featured Presenter, E. Thomas Foster, is a National Spokesperson with MassMutual Workplace Solutions with over 30 years’ experience working with retirement plans, covering product development, training, marketing and relationship management.


Key talking points:



  • Discuss strategies to help the participants retire on their own terms

  • Help advisors to take action at the sponsor and employee levels

  • Make a financial and ethical argument for why investment in the employer sponsored retirement plan is necessary

  • Review the gravity of the retirement circumstance in America

  • Contact INTAC’s Event Coordinator, Maggie at mdipalma@intacinc.com, if you are interested in learning more. We hope you can join us!




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