The New Retirement Plan Playbook

Moving into 2026, the retirement plan landscape is changing rapidly – heightened scrutiny, accelerating litigation trends, and the cascading impacts of SECURE 2.0 create both challenges and opportunities for employers and high-earners.  As tax rules evolve and design options proliferate, business owners, corporate leaders, and even those who advise them must rethink how their plans are structured, governed, and communicated. Join us for a forward-looking discussion on what innovative companies and proactive business leaders are using to transform retirement plans from a perceived liability into a strategic asset.

**Program will be in the BDB Conference Center which is located in Suite 190 on the first floor. Once you enter the lobby, the conference center is down the hall to the left.**

Agenda:

11:30 am | Registration and networking
12:00 pm | Lunch and presentation
1:00 pm | Conclusion

Speakers:

Brian Ostrowski
Brian Ostrowski is a Wealth Advisor in the Cleveland office of Bernstein Private Wealth Management. He works closely with clients and their professional advisors on a wide range of wealth management considerations, including advanced asset-allocation planning, plan architecture for retirement and executive compensation, the sale of privately held businesses and complex wealth transfer strategies. Prior to joining the firm in 2023, Brian served as VP and relationship manager at Key Private Bank in Naples, Florida. Brian earned a BS in finance from Miami University in Oxford, Ohio.

Stephen West
Stephen West is a Principal and Wealth Advisor at Bernstein Private Wealth Management. He advises high-net-worth families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans, and works closely with his clients’ trusted tax and legal advisors on a wide range of matters, including tax and estate planning, concentrated stock positions and the sale of privately held businesses. Steve joined the firm in September 2008 as a private client assistant and became a client associate in 2010 before transitioning to the office manager role in 2013. He was appointed a client advisor in 2015, Financial Advisor in 2020 and Principal in 2022. Steve holds a BS in accounting and business administration from Heidelberg University.