Description
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 welldesigned and wellcommunicated 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.
Date: 2022-08-09 Start Time: End Time:
Learning Objectives
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
ASA ,HR Certification Institute ,SHRM ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Jason A. Rothman-Calfee, Halter & Griswold LLP
