Samuel Henson

Chief Legal Officer at Creative Planning Retirement

[Samuel Henson @SamuelAHenson]

@PeterMallouk It was a great show! I can only hope to have that level of energy in my 70s!

[Samuel Henson @SamuelAHenson]

@PeterMallouk That stinks…

[Samuel Henson @SamuelAHenson]

"You can carve out a very good career simply by being the most reliable person on the team. Hitting every deadline, responding quickly and professionally to all communication, etc. sounds simple, but these traits are always in short supply." -James Clear

[Samuel Henson @SamuelAHenson]

@CoachStough @LNEagleFootball They played great last night!

[Creative Planning @CPIWealth]

A truly exceptional leader, colleague and friend. We miss you, Jim.

Thanks to @IngramsMagazine for this article celebrating his many achievements: https://t.co/cnVOzCMOBq

[Samuel Henson @SamuelAHenson]

@PeterMallouk And don’t forget the power of the triple tax protected HSA, maybe the best retirement savings account of all!

[The Babylon Bee @TheBabylonBee]

Nation In Shock As Politicians Show Up To Work 4 Days In A Row https://t.co/oJVdxZeGyc

[Samuel Henson @SamuelAHenson]

Crypto and pension plans go together like jalapeños and hemorrhoids.

[Pensions & Investments @pensionsnews]

.@CalPERS is investigating its exposure to crypto currency in its $48.8 billion private equity portfolio, acknowledging “indirect exposure” to crypto currency in passive portfolios including investments in Coinbase Global, Tesla and MicroStrategy. https://t.co/AuaVgp8vh6

[Samuel Henson @SamuelAHenson]

90-DAY PRE-EXAMINATION COMPLIANCE PILOT

The IRS has announced a new pre-audit compliance pilot program under which they will notify retirement plan sponsors 90 days in advance that their plan has been selected for audit.

Read more: https://t.co/xv4SqykpzO

[Samuel Henson @SamuelAHenson]

Wipfli Financial Advisors, an RIA with offices in nine U.S. states that manages $5 billion in client assets will join Creative Planning. https://t.co/qkWbzcVjnd

[Samuel Henson @SamuelAHenson]

For the first time in more than a decade, common sense retirement reforms are headed our way. A tremendous effort by a united front of employers and the financial services industry pays off. Lockton’s summary of the SECURE Act. #lockton #retirement https://t.co/yEcnks29VI

[Samuel Henson @SamuelAHenson]

There’s still time to submit a proposal for the #20Symp. Will I see you in San Diego? #benefits https://t.co/7ePugyFs2v

[Samuel Henson @SamuelAHenson]

Proud to be a part of the @ISCEBS Governing Council in 2020 along with this great leadership team. https://t.co/OTQhwP0YI6

[Samuel Henson @SamuelAHenson]

Risk management & employee benefits have a bright future with students from all over North America planning their careers now. They are thoughtful, smart, and inclusive. Thanks for sharing. #19symp @ISCEBS

[Samuel Henson @SamuelAHenson]

https://t.co/Brk5IEcYsQ

[Samuel Henson @SamuelAHenson]

Had a great time with my fellow Lockton ERISA attorneys Ed Fensholt & Scott Behrens, in a humorous conversation on why retirement plan compliance is so much worse than the health side. This one is not for the faint of heart, the l…https://t.co/aTRKnwTebu https://t.co/heq3PXxnB4

[Samuel Henson @SamuelAHenson]

Why join @ISCEBS? You’ll open a lot of doors! Join today at the special midyear rate. https://t.co/5CdCgmvvKg

[Samuel Henson @SamuelAHenson]

Looking forward to presenting on the impact of cyber security on employee benefits at the American Bar Association’s Fiduciary Institute. #locktonlife #cyberthreats https://t.co/RIeMjcet17

[Samuel Henson @SamuelAHenson]

@ISCEBS members – be a part of history! Nominate a member for the Hall of Fame. Nominations due by 3/30. https://t.co/xLXlzUVpqg

[Samuel Henson @SamuelAHenson]

Student debt is a major barrier to retirement savings, but a new private letter ruling from the IRS may offer hope. The latest white paper from Lockton Retirement explains more. #studentloans #debt #erisa #401kretirementsavingsplans https://t.co/2Ex2ntfp9O