Ted Samsel is the Vice President of Key Accounts and Strategic Partners at Ascensus—the nation’s largest independent retirement services and college savings provider—he has the responsibility for forging and maintaining strong relationships with key business partners and advisors. Previously, he served as regional vice president to the Mid-American region for a total of seven years. During that time, he worked closely with our advisor network and their business owner clients to develop a deep understanding of their retirement product needs.
Ted joined Ascensus in 2007 and has 25 years of experience in the design, servicing and administration of corporate retirement plans. Ted’s previous experience includes Director of Marketing for a regional recordkeeping organization, managing a team of Trust Officers handling defined contribution and defined benefit plans, TPA steering committee member for national service providers and managing retirement plans at two different organizations with each plan having over a billion in assets and 35,000 participants.
Ted has a Bachelor of Arts degree in Organizational Management from Concordia University. He is a frequent speaker on retirement industry topics and has presented to different groups across the country. His presentations have included advanced contribution allocations, trends in the 401(k) marketplace and Form 5500 education for plan sponsors and advisors.
This presentation will present an overview of the design of employer sponsored qualified retirement plans taking into account employees’ attitudes towards retirement. Attendees will learn more about the engagement tendencies of employee groups and how a plan design can create increased participation and employee satisfaction.
Work Place Application : Understanding qualified retirement plan design strategies and how they impact employee satisfaction at all levels within the organization.
Key Learning Objectives:
1. Identify key drivers of satisfaction through plan design
2. Enable the assessment of plan effectiveness for employees including the ability to benchmark against the industry and like organizations.
3. Provide an understanding of employee retirement needs in plan design and the tools to help them become retirement ready.
