HR Competencies

  • Critical Evaluation
  • Business Acumen
  • HR Expertise

Objective

To provide participants with a comprehensive overview of the “best practices” in managing and improving employer sponsored retirement plans. This class will provide information for both ERISA governed [401(k), Pension, 403(b), etc.] and non-ERISA governmental retirement plans. The key elements of recent regulations and legislation that impacts retirement plans will be reviewed as well as a focus on what is required to be a good “steward” when caring for employees’ retirement savings.

Outline

  • Why employers should care about the retirement outcomes of their employees and its impact to the organization’s bottom line
  • Financial Wellness – benefits and challenges to proper implementation and execution
  • How to engage your employees in your retirement plan rather than just “educate” them about your plan
  • Overview of employer sponsored retirement plans
  • Current best practices related to retirement plan design and funding
  • Best practices for managing fiduciary responsibilities
  • Understanding retirement plan fees
  • Best practices in investment menu design and monitoring
  • Evaluating and changing service providers
  • Legislative and regulatory update
  • Avoiding common mistakes, overview and checklist

Designed For

Human Resource practitioners responsible or involved in managing or communicating retirement plans and/or CFO’s and Retirement Committee members responsible for the management of retirement plans

Credits

0.65 Continuing Education Units
4.75 HRCI-General
4.75 SHRM-PDC
Course ID #BNFTS115



Class Details

Location:Employers Council, 1799 N Pennsylvania St, Denver, CO 80203-1310
Date:05/29/2019
Time:8:30 am to 3:00 pm
List Price:$225.00

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