Event Details

Retirement Plans 101 for HR Professionals

Presented by Kristen M. Koluch

HR professionals are expected to be knowledgeable on a wide breadth of topics. Gain a basic understanding of the rules and requirements of offering a retirement plan. Whether you are new to this role or looking for a refresher, this is a great way to ensure your plan is compliant while also looking for ways to improve your offering to employees. This sessions will explore regulatory requirements, vendor management, non-discrimination testing, plan design options, fiduciary governance, and investment management decisions. Of course, questions that may be top-of-the-mind will be answered.

By attending this session,  participants gain clarity and best practices to address:

•Learn the basic requirements for a retirement plan to be qualified for tax benefits

•Understand the core responsibilities of the plan sponsor (i.e. employer) when offering a plan to employees

•Outline the primary decisions that an employer must make when establishing a plan

•Consider best practices for strong fiduciary governance, investment management, plan administration and employee experience

If you’re interested in sponsoring a meeting, please contact Bob Kane or Dave Kostka.

May Meeting Fees and 2023 Membership Dues

Meeting Fee - JSAHR Member $45.00 USD Meeting Fee - Non JSAHR Member $60.00 USD 2023 JSAHR Membership Dues for SHRM Members $50.00 USD 2023 JSAHR Membership Dues for Non-SHRM Members $75.00 USD First Time Guest $35.00 USD In-Transition $35.00 USD Student $10.00 USD