401(k) Roundtable

Does Infrastructure Spending = 401(k) Changes?


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As part of the evolving conversation around infrastructure and how to pay for it, some potential changes to workplace retirement plans were injected into the conversation. To shed some light on the topic I am happy to welcome back Sam Henson, a Senior Vice President and Chief Client Officer for Lockton Retirement Services. While it is anyone's guess on what will happen with infrastructure, the important things to take away from our conversation today are the thematic changes to workplace retirement plans that we included in the spending bill. While these may or may not become reality, like in the game of poker, this serves as a pretty good tell on what changes could be debated in the future.

Guest Bio

Samuel Henson, JD is the Chief Client Officer for Lockton Retirement Services. Lockton is the world's largest privately held insurance brokerage firm. Sam oversees ERISA compliance, DOL/IRS/SEC/PBGC activities, and the legislative landscape for more than 50,000 Lockton clients and 7,000 associates. Our associates use a comprehensive approach as a consultative partner in the areas of regulatory and legislative compliance, investment, pension risk management and vendor management. I would like to connect with other industry-related professionals including attorneys, in-house counsel, compliance officers and government officials.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

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401(k) RoundtableBy Rick Unser

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