Retirement Eligibility Survival Guide

Retirement Eligibility Survival Guide

March 18, 2020, 1:00 PM

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Take a detailed dive into the many challenges facing issuers when it comes to a retirement eligible population. Hear real-life, nitty-gritty examples involving challenges in administration, taxation, financial reporting, and employee engagement, and learn how to avoid potential pitfalls.


  • Neil Birrell, Deloitte Tax LLP
  • Julie Kenia, CEP, Equity Plan Solutions, LLC
  • John Schultz, Alvarez & Marsal Taxand, LLC
  • Robert Slaughter, E*TRADE Financial Corporate Services

Continuing Education

This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.