Knowledge Center

After a year of record highs in the equities markets and relative optimism, what's in store for 2020? Join us for our next live webinar on Wednesday, February 5, designed to keep you informed about the road ahead. Register now.

In a roundtable format, we'll discuss economic and market conditions in the US and abroad, how to manage your retirement portfolio during times of uncertainty, and the new SECURE Act legislation. It's also a good opportunity to find out how RPB's plan performed in Q4 2019.

Featured Guests:

David Baskin, Chair of RPB's Investment Committee and President and Founder of Baskin Wealth Management (BWM). He appears frequently on national television and radio as a commentator on the markets and is frequently quoted in the press. BWM has over $1 billion in assets under management and about 500 client families.

Suzanne Smith, Esq., Counsel at Nixon Peabody, RPB's outside counsel. She is an ERISA attorney with over 20 years of technical knowledge in retirement plan compliance under ERISA and the tax code. She is a certified pension consultant and certified employee benefits specialist.

Ross A. Bremen, Partner at NEPC, RPB's external investment advisory firm. He works with defined contribution plans in all aspects of plan evaluation and is a regular speaker at conferences and co-author of several pieces for NEPC. Ross is also a founder of the Defined Contribution Institutional Investment Association.