The first session will focus on recent research on retirement readiness and employee preferences, trends in the retirement industry and the best practices in retirement communications for all of your employees and those near retirement. 

Get the 411 on 401(k) - The remainder of the morning sessions will focus on Defined Contribution (DC)/401(k). A DC retirement plan is a key component of most employee benefit programs. Beyond initial design and implementation, this session will help you answer these important questions:

1. Is your DC plan in compliance?
2. Are you meeting your fiduciary responsibilities managing the plan?
3. Is your 401(k) maximizing its full potential for all of your employees?

In the morning session, you will learn:

• DC plan fundamentals and latest trends
• Plan design options and "safe harbor" plans
• Latest trends in employee financial wellbeing
• Legal and regulatory requirements
• Actionable steps to audit proof your plan
• Best Practices in Retirement Plan Administration
• Recent legislative and regulatory developments

Bonus: Each registrant will receive a DC Compliance Checklist. 

The afternoon session - Retirement Readiness Realities and Public Entitlement Programs - will focus on Retirement Readiness and the role HSAs play in preparing for retirement.  You’ll also hear an overview of how the two largest public entitlement programs, Medicare and Social Security, work and get answers to your pre-retirees’ top questions: how to enroll in and maximize benefits. 

In the afternoon session, you will learn:

• The key metrics for understanding how financially prepared your employees may be for retirement and what to consider when communicating retirement readiness, especially to those nearing retirement
• Social Security Fundamentals
• When employees should enroll
• How benefits are calculated
• How to communicate benefits with your employees
• Medicare Fundamentals
• How Medicare works
• When employees should enroll 
• How employees should choose between different plan options