401k Legislation & Summary of 2021 Retirement Plan Key Notes
Presented by Adam Davies, Vice President, Retirement Plan Services, The Trust Company

The Trust Company of Tennessee will recap their 2021 Retirement Plan Academy series with this one-hour Webinar focused on the latest on potential legislation around the retirement plan space, as well as recapping the most important trends and points for focus for Plan Sponsors in 2021.

Learning Objectives:

1. Understand where current proposed legislation stands and the latest on how it might impact your company's retirement plan.

2. Revisit major themes and trend sin the retirement plan space for the year 2021.

3. Proactively prepare for possible changes that may be coming in 2022.

Presented by:

Biography: Adam Davies serves as Vice President, Retirement Plan Services, focusing primarily on institutional clients, such as corporate retirement plans, endowments, and foundations. The Trust Company of Tennessee serves as discretionary trustee, investment manager, and record keeper on more than 200 retirement plans.

In addition to his primary retirement plan role, Adam serves on the Investment Committee of The Trust Company of Tennessee, which is responsible for asset selection, monitoring, and allocation for client accounts. Adam also leads the Retirement Plan Services Committee, which enables clients to stay current on regulation, enhances the final product to plan sponsors and participants, and creates efficiency within our operations.

Adam has more than 10 years of experience in the financial services industry. He earned his Bachelor of Science degree in Finance from Wake Forest University. Adam is a Chartered Financial Analyst (CFA) charterholder, and he serves on the Board of Directors as Treasurer for the CFA Society of East Tennessee. Additionally, he holds the Retirement Plans Associate (RPA) designation.