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When: Wednesday, July 15
8:30 - 9:30 am
Where: Virtual via Zoom
United States
Contact: Townley Goldsmith-Ray

Online registration is closed.
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Market volatility, organizational sustainability, and employee financial resilience are a few of the specific challenges plan sponsors face with regards to their retirement programs. During this critical time, it's important to ensure you're maintaining prudent review and decision making processes; making plan design decisions to control expenses and cash flow while also considering participant impact; and providing employees with the resources they need to make financial decisions in a stressful environment. Join Richmond SHRM and Michele Kocak, of Gallagher, as we discuss market volatility and fiduciary considerations, CARES Act and employer FAQs, and employee financial wellbeing.


Michele Kocak
Area Vice President
Arthur J. Gallagher & Co. Retirement Plan Consulting

Ms. Kocak joined the Gallagher retirement consulting team in February 2006, with more than 15 years of financial services experience that has encompassed all areas of the employee benefits industry. The last twelve years have been specifically focused on investment consulting, fiduciary liability consulting, and plan design consulting for mid-market defined contribution plans.

Prior to joining Gallagher, Ms. Kocak worked for American Society of Pension Professionals and Actuaries (ASPPA) as a technical education consultant, where she wrote examinations and monitored designations for all ASPPA programs. She has also worked as an administrator in third-party administration firms and as a paralegal for an ERISA attorney.

Ms. Kocak earned her Bachelor’s Degree in Applied Mathematics from the University of Pittsburgh. She completed the Qualified Pension Administrator (QPA) and Certified Plan Consultant (CPC) designation programs in early 2000.



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