Description

Your 401(k) plan is more than a benefit. It can influence recruitment, retention, compliance and your organization’s financial strategy. Yet many employers are left sorting through competing advice, unfamiliar terminology and a growing list of responsibilities.

Join our panel of experts for practical guidance on the importance of 401(k)s and walk away having a clearer framework for evaluating your plan and asking the right questions.

What We’ll Cover

• Requirements and plan design: Understand SECURE 2.0, state mandates, automatic enrollment, eligibility, vesting, matching and safe harbor provisions.
• Roles, responsibilities and support: Clarify how sponsors, advisors, administrators and recordkeepers work together, where fiduciary responsibility sits and how fees and service levels vary.
• Plan structure and administration: Compare traditional plans and Pooled Employer Plans (PEPs), and learn how payroll integration and accurate eligibility tracking can simplify operations.

This webinar is for educational purposes and is not intended as legal, tax or investment advice.