HR Competencies

  • Critical Evaluation
  • Business Acumen
  • HR Expertise


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.


  • 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

Who Should Attend

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


Representative of MRP



0.55 Continuing Education Units
4.75 HRCI-General
Course ID #BNFTS115

Class Details

There are no scheduled instances of this class for the remainder of the year. Check out our new course catalog this fall, or click below to explore onsite options.

Don’t have time to come to us? Are you looking to train a group of your employees and have the content tailored to your needs? You need an on-site!

Don't see what you are looking for?

Contact Us