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Event Details

    Mt. Baker Presents Your Company Retirement Plan - Your Risks and Responsibilities

    Date: June 14, 2017, 11:45am – 1:30pm
    Mt. Baker SHRM
    Northwood Hall
    3240 Northwest Avenue
    Bellingham, WA 98226
    Please see Mt. Baker website for details
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    June 2017: 

    Your Company Retirement Plan - Your Risks and Responsibilities

    Presented By: Terry Castagnozzi





    Program Details:


    Terry Castagnozzi, CEBS, AIF, Regional Sales VP at Securian Retirement, will lead a discussion on the best fiduciary practices for Plan Sponsors that have qualified retirement plans for their employees.  He will discuss the roles of the different plan fiduciaries, i.e. trustees, the plan sponsor, investment committees and decision makers.  The discussion will include an analysis of the difference between a 3(21) and 3(38) fiduciary, as well as the Department of Labor's (DOL) finalized new fiduciary rule, with some provisions to take effect June 9th  - unless there are further delays.


    Please Click Here for the Full Program Details on our Website


    June 14, 2017

    11:45am - 1:30pm

    Lunch will be served at 11:45am, program begins approx 12:00pm


    Northwood Hall

    3240 Northwest Avenue

    Bellingham, WA 98226


    About the Presenter - Terry Castagnozzi, CEBS, AIF, Regional Sales Vice President at Securian Retirement

    Terry has over 25 years of experience working with plan sponsors and advisors. He joined Securian in 1992 and is currently located in Securian's Concord, California office. As a Regional Sales Vice President, Terry offers plan design expertise and conversion assistance to plan sponsors and advisors seeking a provider that offers a highly personalized approach to retirement plans at a competitive price.

    Please click here to read Terry's full bio


    This program is generously sponsored by:  
    Scott Caldwell of Waddell & Reed


    Please click here to learn more information about our sponsor


    Register Today!

    Please register by 5pm on Monday, June 12th


    You can pre-pay for this event at no additional cost to you! Register on the Mt Baker SHRM website and then click the pre-pay button on your registration confirmation page.  You will be redirected to Eventbrite, where you can pre-pay via credit card for the program.


    The registration page will close after 5pm on 

    June 12th in order to gather an accurate headcount for the luncheon.

    Click Here to Register