On Tuesday, December 13th, Thorbahn Retirement and Fidelity Investments partnered together to provide a very informative update regarding Participant Fee Disclosure Regulation.

Click Here to View Webinar

For questions or feedback regarding this presentation, please reach out to Pam Basse of Thorbahn at pbasse@thorbahn.com or 617.847.3900 x 581.

Seminar attendees received credit toward PHR, SPHR and GPHR recertification through the Human Resource Certification Institute (HRCI).

Thank you to our presenters and clients!

Invitation & Details

Directions & Map

Agenda

Meet the Seminar Speakers

Thorbahn held its Fall Seminar on Wednesday, September 29, 2010 at Boston College.  Please see below for links to the agenda, presenters' biographies and presentations.

» Download Agenda (pdf)
» Download Presenters' Bios (pdf)
» Pam Basse Presentation (pdf)
» Joan Buchbinder Presentation (ppt)
» Bruce Bullen Presentation (pdf)
 

Thorbahn hosted a webinar on Higher Education & Non-Profit Responsibility.  Lars Golumbic of Groom Law Group discusses the application of ERISA to 403(b) plans, ERISA Fiduciary duties & best practices and Fiduciary requirements for Non-ERISA plans.

» Download PDF

Click here to watch the webinar. 

Thorbahn held its Spring Seminar on Tuesday, May 4, 2010 at Stonehill College. Please see below for links to the agenda, presenters' biographies, presentations and handouts.

» Download Agenda (pdf)
» Download Presenters' Bios (pdf)
» Eileen Maloney Presentation (pdf)
» Jesse Bateman Presentation (pdf)
» Dr. Jay Leith Presentation (pdf)
» Jeanine Michealsen Presentation (pdf)
» Brigen Winters Presentation (pdf)

Thorbahn hosted a webinar on Federal Healthcare Reform. Janet Trautwein of the National Association of Health Underwriters discusses the new legislation and its changes from current law.

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Awarded for one of our web portals. We are very pleased about this recognition!

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Bonnie submitted a few of Thorbahn’s web portals into a Benergy Builder contest for the “Best Portal!”  As you know – WE WON second place for overall portal!!   

Healthiest Employer Spirit Award:

The Spirit Award is given to an organization that not only shows signs of being a Healthiest Employer ® but one that has developed an employee engagement level above most.   This award takes into account the Healthiest Employer ® Index along with the valuable input of the employees survey.  Award winners have shown they understand how to engage their workforce, motivate them and have created an healthy work environment worthy of being celebrated. 

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John Thorbahn, President of Thorbahn, stated that “Entry Media’s turnstile design is a creative way to literally contact each attendee at Boston College sporting events and promote Thorbahn’s services to our marketplace.”

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For a second year in a row, thorbahn’s Vice President of Retirement Services, Pam Basse CFP®, has been named one of the 300 Most Influential Advisors in Defined Contributions in the Country by 401(k) Wire! 

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 Thorbahn has been named a recipient of The New England Employee Benefits Council’s (NEEBC) "Best Benefits Practices of 2010" award for its Internal Wellness Program.  

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Ranked by employee benefits consultants in Massachusetts.

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Making the list as one of the 300 Most Influential Advisors in Defined Contribution.

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Honored as one of the area's top 20 companies to work for.

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Ranked by employee benefits consultants in Massachusetts.

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