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Join T. Rowe Price retirement plan and legislative experts for a webinar on the SECURE Act provisions signed into law in December 2019.
Key topics include:
An overview of the new retirement provisions and how they affectretirement plans
An update on provisions that require additional guidance
Considerations for plan sponsors
Margaret Raymond, Esq. Managing Counsel, Retirement Plan Services T. Rowe Price
Margaret Raymond is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. She is a managing counsel, focusing on legal matters relating to retirement savings, including ERISA fiduciary principles and other retirement plan administration topics. Margaret has over 25 years' experience counseling and defending retirement plans and service providers. Prior to joining the firm in 2012, she worked at Fidelity Investments as a senior vice president and deputy general counsel supporting Fidelity retirement services. From 1991 to 1995, she worked as a trial attorney at the U.S. Department of Labor, where she focused on ERISA enforcement and, before that, at the law firm of Sullivan & Worcester. She received her B.A. from Rice University and her J.D., magna cum laude, from Boston University. Margaret is current chair of the Retirement Income Task Force of the American Benefits Council and is a frequent speaker on retirement legal topics at industry events.
Jean Martone Executive Relationship Manager, Retirement Plan Services T. Rowe Price
Jean Martone is an executive relationship manager within the Retirement Plan Services division at T. Rowe Price. Her primary role is to work with our retirement plan clients and their consultants in monitoring fund offerings, implementing new services, and strategic planning. Prior to joining T. Rowe Price, Jean was the director of retirement plan consulting at PEI, where she was the RFP practice leader responsible for developing and conducting comprehensive processes for vendor searches for large- and mega-market retirement plans. Jean earned a B.A. in economics, with a concentration in finance, from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Rob Sage - Host Director of Relationship Management, Retirement Plan Services T. Rowe Price
Rob Sage is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Retirement Plan Services, Inc. He is director of relationship management within the firm’s Retirement Plan Services division. He has many years of leadership experience and expertise working with a broad range of retirement plans. In Retirement Plan Services, Rob leads a group of relationship managers focused on the development and satisfaction of retirement plan sponsors.
In addition to conference presentations on retirement, he has also spoken publicly on the topics of plan health and participant engagement. Prior to rejoining the firm in 2005, he was employed by Marriott International, Inc., managing the administration of its qualified retirement plans. Rob earned a B.A. in economics, with a focus in business, from St. Mary's College of Maryland. Rob is a Series 24 registered principal of the firm.
T. Rowe Price Retirement Plan Services, Inc., Distributor