Thursday, September 16, 2021
12:00 PM to 1:00 PM

* Virtual Platform:


* The Zoom details will be provided in a separate communication after successful registration.

Event Timeline:

12:00 PM

12:00 - 1:00 PM
Virtual Session (Including Q & A)

Registration & Cancellation Policies:
Register and/or send cancellations by noon on Wednesday, 9/15/21 to:


CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.


Michelle Weiss
Financial Executives International

Session Topic
The Evolution of Retirement Plans

Summary & Learning Objectives
The SECURE Act created opportunities for companies and their employees to help prepare for retirement. Notably, it allows employers to provide 401(k) benefits through a pooled plan solution rather than providing a single employer plan. Our presentation will focus on the benefits of pooled employer plans compared to most single employer plans we see in the market. Learnings will include:

  • What are Pooled Employer Plans (PEP) and how do they work?
  • Why are PEPs better for employers? 
  • What is the employee/participant experience in a PEP?
  • How do PEPs provide better retirement outcomes for employees, less risk for company committees, and less administrative work for employers?

Josh Butler, FSA, EA
Partner | Aon

Josh is a Partner in Aon’s Retirement Solutions practice based in Chicago. He consults on all aspects of qualified, nonqualified, and postretirement welfare plans. Josh has significant experience with all types of actuarial valuations and consulting with employers on accounting and funding decisions. He has experience with retirement plan design and nondiscrimination testing. Josh also consults with our clients on broad aspects of their benefits programs through Aon's Benefit Index® with a focus on the utility industry.

Josh joined Aon in 2002 after completing his B.S.B.A. degree in Actuarial Science/Finance from Drake University in Des Moines, Iowa. Josh is a Fellow of the Society of Actuaries and an Enrolled Actuary. He also worked in our St Albans, United Kingdom office in 2010.

CPE Registry LogoFinancial Executives International (FEI) 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.learningmarket.org.

September 16, 2021 Virtual Session: Instructional Method: Virtual Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Specialized Knowledge; Recommended CPE Credits: Professional Development Speaker = 1 Credit.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact Michelle Weiss, Chapter Administrator: michelle@mwcommunications.org.