Meeting/Event Information

As a result of recent legislation passed under the SECURE Act, plan sponsors now have the ability to participate in a Pooled Employer Plan (PEP) structure.  The intent of Pooled Employer Plans is to help organizations, especially small and midsize employers, offer low-cost retirement plans to their workers with fewer administrative burdens than stand-alone defined contribution plans. 

Please join our upcoming webinar, where we will provide an overview of:

In addition to reviewing Pooled Employer Plan Structures, we will also discuss the impacts of additional SECURE Act 2.0 provisions including the enhanced catch-up contribution and the Roth catch-up provision. 

Meet Our Speakers

Sam Moroni, CRPS®
Senior Wealth Strategy Associate

Sam has been with the UBS Retirement Plan Consulting Group since 2007 working with employer sponsored retirement
plans such as 401(k), 403(b), Non-Qualified Deferred Compensation, Cash Balance, Money Purchase and Pension Plans.
Sam brings a human element to helping participants become financially aware of their short and long-term investment
goals. He specializes in working with plan sponsors to design and implement targeted employee education &
communication campaigns that empower pl

an participants of all age groups, whether they're just starting their first
savings plan, or nearing retirement. Sam's holistic retirement educational programs are centered around financial
wellness which includes: social security maximization, Health Savings Accounts (HSA) and paying down student loans.

Greg Lucchesi, Regional Vice President 

Greg Lucchesi joined Transamerica in 2013, bringing more than 10 years of financial services experience and specializes in mid-market retirement plans. As Regional Vice President Greg strives to embody servant leadership with everyone he interacts with on a daily basis.
This philosophy has allowed him to build lifelong friendships with his business partners. Greg earned his bachelor’s degree in economics from the University of Illinois and holds his FINRA Series 7 and 63 registrations.

We hope to see you there! 

Thank you to our sponsor, Nolan Webster at Edward Jones!

As a retirement plan specialist, I partner with businesses to design and manage retirement plans that align with their organizational goals and employee needs.  My approach goes beyond compliance and investment selection to focus on creating a program that reflects company culture, enhance employee satisfaction, and improve participation rates.

Plan Design

Fiduciary Guidance

Employee Engagement

Owner Protection

Continuous Improvement

For more information please contact me at [email protected] or visit www.edwardjones.com/nolan-webster.