Meeting Archive:
Age 55 Diversification 101

Meeting Description:

Registration is FREE for participants from member companies of Ohio's Employee Owned Network; $50 for Non-members. Registrants will be invoiced by the OEOC.


The session will cover the basic issues surrounding the Age 55 Diversification process, from both a company and employee perspective.

Date: Wed, Jul 30, 2014
Time: 10:00 AM EDT
Duration: 1 hour
Host(s): Chris Cooper
 Presenter Information
Mark Swanson, Crowe Horwath
Speaker Photo

 Mark Swanson is a Senior Manager, Benefit Plan Services, in the Columbus, Ohio office of  CroweHorwath LLP.  Prior to joining Crowe in 2008 he was with Nationwide Insurance where he held various positions in the Office of General Counsel and Human Resources.  With 20+ years in the retirement benefits field, his experience covers retirement plan administration, design, consulting, communications, legal and regulatory considerations and retirement benefit strategy.      




Mark obtained his law degree from Capital University Law School and Bachelors of Business Administration from Western Michigan University.  In addition to being an attorney, he holds the professional designations of Certified Employee Benefits Specialist (CEBS) and Certified Pension Consultant (CPC).  He's also active in and serves on the Board of the Central Ohio Chapter of the International Society of Certified Employee Benefit Specialists and is a frequent speaker on various retirement benefit topics.