Webinar: The CFO's Responsibility in Retirement Planning: Part 1


May 24, 2017


1:00PM - 2:00PM EST



CPE Credits: 1

Hosted by The CFO Alliance

Cost: Free

Registration for this event is closed.

Please join The CFO Alliance for Part One of our Two-part series on "The CFO's Responsibility in Retirement Planning". 

To register:

Webinar Description:

Delayed retirements cost your organization money. An aging demographic that is not prepared to retire due to a lack of sufficient savings not only costs the company hard dollars in higher wages and increased healthcare expenses but it also decreases productivity due to absenteeism, presenteeism and stress related issues.

By aggregating and analyzing data from your organization associated with this liability, we will outline clear strategies to move the conversation around your retirement plan from ‘fees, funds, and fiduciary’ to making the plan a powerful tool in taking control of this risk to your cash flow, income statement and balance sheet.


Define your current liability associated with projected delayed retirements

  • Viability Analysis to be offered as free consult
  • Manage demographic trend, core costs and trend costs

Outline action steps in plan design, investment lineups, glidepath construction and financial wellness to mitigate your risks

  • Review auto-features, matching formulas, trends in default investment options, and education programs

Identify benefits of promote a culture of financial wellness

  • Ideally coordinate financial, health, and insurance benefit education to promote total wellness

Facilitator: Jamie Linkowski, President of PRIMESolutions Advisors, LLC

Jamie P. Linkowski has over twenty years of financial, estate and portfolio management experience, beginning his financial planning career in 1988 in the Pittsburgh office of Equitable Financial Companies. Early on, he assisted professionals, executives and owners of closely held businesses with their comprehensive financial planning and asset management including but not limited to: balance sheet and cash flow projections, retirement plan design and implementation, portfolio management, estate planning and life insurance due diligence and placement.

In 1994, Mr. Linkowski became a Director of Pennsylvania Financial Group in State College, Pennsylvania. Additionally, he became a principal and shareholder of their subsidiaries, Asset and Wealth Services (AWS), a registered investment advisory and third party administration firm respectively. Not only did Mr. Linkowski continue to build his own practice around the investment management and qualified plan expertise of AWS , but he also assisted in expanding their capabilities and managing the growth of AWS' asset management program. Currently, Mr. Linkowski remains a shareholder in both firms, which today have assets under management exceeding $1.2 billion

In 1996, Mr. Linkowski merged his practice with International Planning Group and assumed the role of Managing Director. He provided comprehensive financial planning advice and asset management services to his clients, he also presided as Head of the Investment Committee for International Planning Group. He was directly responsible for the firm's investment management activities including oversight of the asset allocation process; money manager evaluation and on-going monitoring; and performance tracking and review.

In 2000, Mr. Linkowski joined PRIMESolutions Advisors, LLC as President and shareholder. In addition to serving his affluent client base, he is now presiding over the PRIMESolutions Advisors Investment Committee and manages a significant private equity portfolio.

Mr. Linkowski graduated Summa Cum Laude from Boston College in 1988 with a B.S. in Economics and History. He, his wife Diane, and their three children currently reside in Pittsburgh, Pennsylvania.

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This event is part of the CFO Discussion: Healthcare & Other Employee Benefits Discussion. Join the discussion today and share your voice.

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