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Join Us! 
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How to Make the Most of
Automatic Enrollment

with

Matt Harrington
Benefit Resources, Inc.

Maria McPhee
Empower

Mark Kansier
Paylocity

Wednesday, November 13th
4:30 pm - 6:30 pm
Luna Lounge at Bella Bru

TOPIC DETAIL

Discussion will include:

• types of automatic contribution arrangements that exist
• what SECURE 2.0 has done to make them more common
• how automatic escalation provisions can be structured
• how to avoid undesirable requirements for day-to-day administration
• how to correct common administrative errors if they occur

ABOUT THE SPEAKERS

MATT HARRINGTON
Owner and President
Benefit Resources, Inc.

Matt Harrington is owner and President of Benefit Resources, Inc., a TPA firm based here in Sacramento.  Matt has earned QKC and QKA credentials from ASPPA and dedicates much of his time each day developing relationships, researching the continually evolving retirement plan regulations, and adjusting BRI’s internal processes to optimize client outcomes.  Married for 17 years, he is a father of two, aged 8 and 4, and spends his therefore limited free time gardening, listening to podcasts, or reading up on automotive trends.

MARIA MCPHEE
Regional Sales Director
Empower

Maria Rayas McPhee is a Regional Sales Director for Empower with 10 years industry experience. She has served as a Retention Sales Director, Customer Experience Strategist; an Internal Sales Director for Large, Mega, Not-for-Profit and Core Markets; a Senior Retirement Account Specialist; and a Licensed Retirement Representative in the Customer Care Center. As a Customer Experience Strategist, she was responsible for working with internal and external partners to evaluate and enhance the delivery of Empower’s participant and plan sponsor experiences for prospects $75M-$1B.

Maria holds a bachelor’s degree in psychology with a minor in human sports performance from Metropolitan State University of Denver. She currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license and holds applicable state insurance licenses.

In her free time, Maria can be found being active through hot yoga, cycling, and running. When she is not working out, she loves sharing her passion for music with her husband, 2-year-old daughter and English Mastiff.

MARK KANSIER
Senior HCM Account Executive
Paylocity

I have dedicated my career to help businesses operate more efficiently, enhance their company culture, and provide tools to help employees thrive!  I am passionate about providing organizations the technology and service they need to streamline operations so leaders can focus on their business goals and their most valuable assets, their people! I have:

• 10+ Years HCM/Payroll industry
• $4 million in submitted business
• 5x Circle of Excellence
• Channels Champion

SCHEDULE

• 4:30 - 5:00 PM Registration/Reception
• 5:00 - 6:30 PM Meeting, Q&A
• Reception following
  
  

CONTINUING EDUCATION
1 CE or 1 Hour each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP
• JBEA
• MCLE for California attorneys
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

FURTHERMORE

• Have some food and beverages on us!

Sacramento Chapter Members:  Free
Non-Member:  $75

NOT A MEMBER YET?  Find out how to join!

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Special thanks to our generous Chapter Sponsors!