Retirement Plans 101 for HR Professionals | 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!
- 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.
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