401(k) Ch-Ch-Changes in 2019:
What to Know about Recent Tax Reform, Plan Design and Financial Wellness

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With Guest
Jeff Bograd
Vice President, Senior ERISA Consultant

Jeff Bograd is the Vice President, Senior ERISA Consultant for John Hancock Retirement Plan Services and has been with the company for more than 28 years. In this role, Jeff serves as a technical resource to John Hancock’s client service and sales teams, plan sponsors and financial advisors on complex compliance matters and optimal plan design. He provides ERISA and fiduciary training classes to John Hancock employees, plan sponsors and financial advisors and speaks at industry conferences on legislative and regulatory matters and achieving financial independence through plan design.

 

Prior to his current role, Jeff managed the ERISA Consulting Group, served as an ERISA Consultant and managed the ERISA Compliance Department, responsible for all compliance testing, Forms 5500, and IRS and DOL plan audits. Jeff received a B.A. in Economics, cum laude, from Middlebury College. In addition, he is a Registered Representative and maintains his FINRA Series 6 and 63 registrations. Outside of work, Jeff enjoys reading about behavioral economics and personal finance, and playing and coaching lacrosse.

Recap, Highlights, and Thoughts

Its always fun to welcome back a returning guest.  Jeff Bograd was one of my favorite guests from last year, if you haven’t listened to his episode scroll down on your podcast app and look for Retirement Plan Design The Next Frontier it is a good one.  Today, we tackle some thoughts for employers as they plan for 2019.  Recent tax reform brought about a few changes to 401(k) plans that everyone should be aware of.  Also, we hit on a few plan design options to think about as you consider changes to your plan for next year.  And, since wellness is such a popular topic we hit on a few ideas to dip your tow in the water on financial wellness with simple enhancements to your retirement plan.  

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Thanks for listening!​​

Sincerely Your Host, 

Rick Unser

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