MEP: Unlocking Success Together

May 23, 2024, 3:00 PM - 4:00 PM ET | Webinar

Multiple Employer Plans (MEPs) are revolutionizing retirement savings and becoming an increasingly popular alternative to the traditional retirement plan structure. During this webinar, the presenters will discuss the key features, advantages and important considerations of MEPs.

Learning Objectives: Understand the basics of MEPs, including how they work, advantages for employers, benefits for the employees, the regulatory landscape and additional considerations.

Pricing

Members: Free
Nonmembers: $105.00

Credit Information

CPE Credit

Field of Study: Finance
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR (General)

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: HR Expertise

Presenters

Jeff Musell

Director of Multiple Employer Plan Sales

TIAA

Jeff Musell leads the sales efforts for Multiple Employer Plans (MEPs) at TIAA. Musell is based in Denver and helps clients in the nonprofit, education, government and healthcare market segments define their MEP strategy and narrative. He often serves as a front-line product expert for the TIAA community. Prior to joining TIAA, Jeff helped educate shareholders and participants on mutual funds options at Oppenheimer Funds and J.P. Morgan. He earned a Bachelor of Arts from Metropolitan University of Denver and is registered with FINRA for series 7 and 63. Musell also holds a Chartered Retirement Plan Specialist designation.

James Scully

Senior Manager, Relationship Manager

TIAA

James Scully is a senior relationship manager at TIIA, working with education and nonprofit organizations across Ohio, Pennsylvania and Indiana. Scully has dedicated his career to advocating for retirement and investment education, and continues to partner with employers to drive retirement readiness results for all. He earned a Bachelor of Arts from Cornell College and a Master’s in Business Administration in Finance at Grand Canyon University. He holds the FINRA Series 7, 66, 63 and 6 registrations, as well as maintains Life and Health and Variable Annuity licenses.

CPE Information
NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

SHRM Information
NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI Information
NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.