Washington D.C. Workplace Retirement Plan Update:
One Year of Trump, Impact of Tax Reform & Much More!
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Episode Guest:
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The podcast series where employers find candid, in-depth interviews with industry experts, new best practices and valuable perspectives on current events.
Recap, highlights, and my thoughts
Honestly, I’m not sure I even gave our guest the chance to unpack his suitcase from his trip to Washington D.C.! I am happy to welcome Sam Henson, Director of Legislative & Regulatory Affairs at Lockton Retirement Services back to the podcast!
Our conversation is timely in that he provides great input on President Trump’s first year in office, what impact it has had on workplace retirement plans and a few ideas on things to come and where we go from here. We also touch on a few issues that are being actively debated in Washington such as Open Multiple Employer Plans, State Retirement Plans and what seems like the never-ending soap opera of the Fiduciary Rule.
As usual, Sam not only provides great perspective but keeps the conversation moving and interesting!
Below is a link to the of the Lockton Washington Affairs Bulletin.
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Thanks for listening!
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Sincerely Your Host,
Rick Unser
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Guest Bio
As a Senior Vice President and Director of Legislative and Regulatory Affairs for Lockton Retirement Services, Sam Henson oversees national IRS/DOL/ERISA compliance services for all clients and more than 120 associates nationwide.
Sam serves as a subject matter expert on ERISA compliance, DOL/IRS activities, and the legislative landscape. Prior to joining Lockton, Sam spent almost 10 years with the U.S. Department of Labor's Employee Benefits Security Administration, where as a Senior Investigator, he conducted more than 100 complex civil and criminal investigations of employee benefits plans, service providers, and fiduciaries. Sam also supervised enforcement efforts for benefit plans funded by prevailing wage laws under the Service Contract Act and Davis-Bacon Act.
Sam currently serves on the Policy Board of Directors for the American Benefits Council, Board of Directors for DCIIA, and the Governing Council of ISCEBS, as well as being a member of ASPPA. Sam has been a nationally featured speaker and writer on numerous fiduciary topics.
