Multiple-Employer Plans: A Cost Effective Small Plan Solution

Join us for a lively discussion of the features and benefits applicable to multiple-employer plans as they relate to small employers, associations and professional employer organizations. In addition to highlighting the unique benefits of these plans in certain niche markets, our panel of experts will detail the marketing opportunities available to advisors in this rapidly developing market.

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Guest

Kelly Michel
Sr. VP, Institutional Sales & Business Development Group, Transamerica Retirement Services
Kelly Michel is the Sr. VP of Institutional Sales & Business Development and a member of Transamerica Retirement Services senior management team. Ms. Michel is responsible for developing and executing the strategic direction of Transamerica's product distribution. In this role, Kelly has direct oversight of the MEP Markets, Business Development Groups and the sales & marketing of the Single Premium Group Annuity solutions for terminating Defined Benefit plans. Providing cross border DB and DC plan solutions for multinationals, she is an active member in the AEGON Global Pensions group. Kelly is an active member of the National Association of Professional Employer Organizations. She is also the author of numerous articles on Multiple Employer retirement plans and their use in the Professional Employer Outsourcing marketplace. Kelly holds the AIF designation from the Center for Fiduciary Studies, affiliated with the Katz Graduate School of Business, University of Pittsburgh. She received her Bachelor of Science in Business Management from Pepperdine University in Malibu, California. Kelly is a registered representative and principal with FINRA as well as a licensed insurance agent.


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