Learn best practices in retirement plan design to provide the best retirement plan.
As employers continue to face challenges in recruiting and retaining good employees, a well-designed and well-communicated retirement plan (or plans) can go a long way. This course will discuss retirement plan design and strategies to assist your employees in meeting their retirement goals. You will gain a better understanding of best practices in retirement plan design and employee communications to provide the best retirement plan for employees in a tight labor market.
Learning Objectives
- You will be able to describe the required retirement plan communications and what the requirements are to provide the communications electronically.
- You will be able to discuss best practices in retirement plan design and employee communications in order to provide the best retirement plan for employees in a tight labor market.
- You will be able to explain ERISA’s fiduciary duties and steps to take to fulfill these responsibilities.
- You will be able to recognize the value of having a team of retirement plan vendors and advisors assisting with your retirement plan.
Agenda
Plan Design Considerations
- Plan Participation and Automatic Enrollment
- Employer Contributions
- Plan Loans and Distributions
Beyond 401(k) Plans
- 403(b), 457(b), and 457(f) Plans
- Defined Benefit Plans
- Nonqualified Plans
Participant Communications
- Summary Plan Descriptions and Other Required Disclosures
- Investments and Statements
- Using Electronic Media
Taking Advantage of Vendors and Third Parties
- TPA Considerations
- Plan Investments
- Financial Wellness
Fiduciary Checkup
- ERISA Fiduciary Duty Requirements
- Delegation of Duties
- Investment Policy Statement
- Fiduciary Training
Speakers
Jason A. Rothman,
Calfee, Halter & Griswold LLP- Partner at Calfee, Halter & Griswold LLP and member of Employee Benefits and Executive Compensation Practice Group
- Represents publicly traded companies, privately held businesses, and nonprofit organizations on all aspects of employee benefits and executive compensation law
- Recognized by Chambers and SuperLawyers in employee benefits law
- Sought-after speaker/presenter for numerous organizations, including the Ohio State Bar Association, SHRM, and Worldwide Employee Benefits Network
- Has been quoted/published in numerous publications, including the Washington Post, Plan Sponsor Magazine, Plan Advisor Magazine, Human Resource Executive, Employee Benefit Advisor, The Federal Lawyer, and SHRM
Who Should Attend
This live webinar is designed for human resource professionals, personnel managers, benefit managers, business owners and managers, payroll professionals, controllers, and accountants.
