What is the OregonSaves program? Is it the right fit for your organization and what do you need to do?
Oregon Bio has partnered with RetirementDNA to provide you with insightful information about the state mandated OregonSaves program and Washington’s state mandated Retirement Marketplace program. With mandatory participation requirements it is important to know what the program is and what options you have to comply with the state mandate.
Dan Dubois, Managing Director of RetirementDNA, is a 25 year veteran of the financial industry and specializes in design assistance, customization and implementation support of investment and retirement programs for members of professional and trade associations. In addition to his core duties as a retirement plan advisor, Dan spearheads RBGs affinity and association group marketing and service platform for retirement plans. In 1985 Dan started his career as a financial consultant specializing in fixed income and tax-advantaged investments. His early success led to becoming the youngest broker ever appointed Managing Executive of a branch office for one of the nation’s largest broker/dealers. Prior to affiliating with RBG, Dan served as President of a nationally registered FINRA broker dealer which was focused on providing executive benefits and retirement plans to large public and privately held corporations. Dan has authored numerous articles on retirement planning strategies, was the host of Perspectives on Profit – a five minute live market commentary that was aired daily on KWHY-TV in Los Angeles, he was featured in Business Week magazine as a college student for a successful entrepreneurial venture, and is a regular guest speaker at industry conferences.
Jon Bebe is a retirement consultant for Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. Jon’s goal is to collaboratively craft unique retirement plan solutions for small businesses and corporations. This includes reviewing existing retirement strategies including 401(k), 403(b), Deferred Compensation or other retirement/pension plans as well as working with plan sponsors and business owners to implement new plans. He can trace back his passion for planning for the success of small businesses to over ten years ago as he has been an integral part of planning and launching companies in the retail consumer, technology, and advertising industries. He is deeply involved in the business community in the Northwest and is a frequent speaker at events educating attendees about the importance of retirement planning. Jon is also listed as one of the preferred retirement consultants for multiple associations in Portland and SW Washington.