Sessions

As an HR professional, you are expected to be knowledgeable on a wide breadth of topics.    Join this session to gain a basic understanding of the rules and requirements of offering a retirement plan.  Whether you are new to this role or looking for a refresher, this is a great way to ensure your plan is compliant while also looking for ways to improve your offering to employees.  We will explore regulatory requirements, vendor management, non-discrimination testing, plan design options, fiduciary governance and investment management decisions. And of course can answer questions that may be top of mind to you.  The 401k/403b industry has experienced tremendous change in the last few years; now is the time to update your education!

Learning Objectives:

• Learn the basic requirements for a retirement plan to be qualified for tax benefits.
• Understand the core responsibilities of the plan sponsor (i.e. employer) when offering a plan to employees.
• Outline the primary decisions that an employer must make when establishing a plan.
• Consider best practices for strong fiduciary governance, investment management, plan administration & employee experience.

In-person session offerings are on a first-come, first-served basis.

To view all event accessibility & accommodations details visit here.

If a speaker has provided session materials, please visit https://presentations.shrm.org