Hot Topics for
Retirement Plan Sponsors
December 9, 2021
11:00 am - 1:00 pm
Speaker: Chris Shankle
SENIOR VICE PRESIDENT, MANAGING DIRECTOR,
ARGENT RETIREMENT PLAN ADVISORS
// 100% In person \\
The presentation will touch on recent development
and hot topics relative to retirement plans,
and will incorporate the following:
- Current trends on regulatory audit (DOL & IRS)
- Recent Regulatory Pronouncements and Guidance
- Court Cases and Best Practices Learned
- Pending Legislation Affecting Retirement Plans
After the presentation, we will present awards and swear in the 2022 Board Members.
__________________________________
Thank you to our Sponsor!
______________________________________
About our speaker
Chris joined Argent in 2015. In his role as Senior Vice President, his specialty is employee benefit plans and in this role he assists plan sponsors with their fiduciary responsibilities and the plan governance aspects of sponsoring a retirement plan. Chris has over 28 years of experience of providing tax and retirement solutions to his clients across the South.
Prior to joining Argent, Chris served clients in a similar role at Capital One, N.A. (formerly Hibernia National Bank) for over 20 years. Chris is a licensed Certified Public Accountant and Chartered Global Management Accountant. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA), the American Institute of Certified Public Accountants (AICPA), and the Louisiana and Mississippi state accounting societies.
Chris is active in both his community and nationally. Within the AICPA, Chris has held several national leadership positions related to employee benefit matters and currently serves as a member of the Employee Benefits Technical Resource Panel which serves as a resource for the organization to monitor the employee benefits landscape and develop guidance, tools and communications for members of a technical nature. Within ASPPA, Chris serves on the 401k subcommittee of the Government Affairs committee, which drafts comments and opinion letters, and interfaces with the IRS, Treasury and DOL officials concerning these plans for the organization. He has also held several leadership roles within the Society of Louisiana CPAs. In 2014, Chris was appointed by the U.S. Treasury to the Advisory Committee on Tax Exempt and Government Entities (IR2014-65) which provides consultation to the IRS to improve efficiencies and service. Chris is a frequent speaker within the accounting and legal communities on retirement plan issues and is invited to attend many national conference events.
Chris enjoys his service on the worship team of his Church where he plays keyboards for the contemporary band. He and his wife, Sara, have two children and are all avid scuba divers holding many advanced certifications.
