SHRM Continuing Education Virtual Workshop – The Changing Landscape of the Retirement Plan Market – 401 (k) and 403 (b)


pattern pattern
Loading Events

« All Events

SHRM Continuing Education Virtual Workshop – The Changing Landscape of the Retirement Plan Market – 401 (k) and 403 (b)

February 20 @ 2:00 pm - 3:30 pm

You are cordially invited to attend a SHRM Continuing Education [1.00 PDC Credit] Virtual Workshop.

Register Here

With the recent passing of federal legislation, the retirement landscape has seen a major regulatory shift over the last 5 years. Companies are faced with a need to comply to these new rules and regulations but often feel they have been left without the tools to do so.

In this virtual workshop with Voya and Dimensional Fund Advisors, we will breakdown the major recent changes in the retirement plan market for both 401(k) and 403(b) plans, focusing on a fairly new type of retirement offering that streamlines risk and responsibility of operating a complex qualified retirement program – the Pooled Employer Plan [PEPs].

PEPs are designed to allow employers to pool their resources to access better benefits, service, and costs with fewer administrative responsibilities.

Attendees will leave with:

  • An update on the recent changes to the retirement plan market.   
  • An understanding of how pooled employer plans function. 
  • How businesses can best utilize pooled employer plans for 401(k) and 403(b) retirement plans.

YOUR HOSTS:

Ed Condon, Executive Director, Region 9 Head Start Association

Mitch Haber, Regional Vice President, Voya

John Lessley, Regional Director & Vice President, Retirement Distribution
Dimensional Fund Advisors

Details

Date:
February 20
Time:
2:00 pm - 3:30 pm
Event Categories:
,
Website:
https://event.webcasts.com/starthere.jsp?ei=1706335&tp_key=40c8daa4b1

Organizer

Region 9 Head Start Association
Phone
916-259-0971
Email
headstartr9@region9hsa.org
View Organizer Website

Venue

Online

Navigation

Upcoming Events

Site Directors Network

Site Directors Network

  • February 7, 2025
  • 1:00pm - 2:30pm America/Los Angeles
Managers Academy (Virtual) Session 2/6

Managers Academy (Virtual) Session 2/6

  • February 18, 2025
  • 2:00pm - 4:30pm America/Phoenix

Thank You to Our Sponsors

Testimonials

Head Start Gear

CHECK OUT OUR NEW COLLECTION

Latest News

  • Admin
  • September 22, 2021

CCRC’s Response to Universal Transitional Kindergarten

by Michael Olenick, Ph.D., President & CEO with research by Aja Goare For more ...
Read More
  • Admin
  • May 5, 2021

Family Engagement Keynote Anthony Barrows: Applying Behavioral Science to Program Design

Do you know what’s best for you and your family? This is a simple ...
Read More
  • Admin
  • May 5, 2021

At 55 Years and in a Pandemic, Head Start Is Still Connected

By Edward Condon, Executive Director Region 9 Head Start Association Every year at Head Start’s ...
Read More

Questions? Contact us at headstartr9@region9hsa.org.