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Event Details

    May Meeting - Retirement Plans 101 for HR Professionals

    Date: May 11, 2023, 8:00am – 10:00am
    Jumping Brook Country Club
    210 Jumping Brook Road
    Neptune, N.J.
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    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