Live Webinar

65-minute live streaming program
  • August 9
  • 1:00 - 2:05 pm EST

Assisting Your Employees in Meeting Their Retirement Goals

August 9

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.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • ASA 1.0
     
  • This program qualifies for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected] Please retain proof of attendance in the event your CE record is audited.
     
  • HR Certification Institute 1.0
     
  • This program has been approved for 1.0 (General) recertification credit hours toward aPHR(TM), aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM) and SPHRi(TM)recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.0
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
     
  • CPE 1.2 including Personnel/HR 1.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Personnel/HR for 1.2 hours. Prerequisite: basic knowledge of employment laws. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

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.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jason A. Rothman

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
  • Can be contacted at [email protected] or 216-622-8227
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Add to Wishlist

More Program Information

Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409970
Published 2022
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