 Retirement Basics: A Learning Opportunity
Date & Time: April 29, 2021 | 8:30 am – 4:30 pm
Type: Virtual Program
Credits:* 6.00 HRCI Credits - HR (General)
Registration Fee:** $275 Member | $350 Non-member
Register Now or call 781-684-8700 for more information
Retirement benefits professionals need to understand the fundamentals of retirement benefits – Defined Contribution Plans/401(k), Social Security, Medicare and Compliance – how to communicate them to the workforce, and promote retirement readiness and financial wellbeing to the full population.
→Are you new to retirement plans or benefits?
→Are you changing disciplines or needing a retirement refresher?
→Let NEEBC educate you on Retirement Basics!
Morning Session: Get the 411 on 401(k)
A Defined Contribution (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:
- Is your DC plan in compliance?
- Are you meeting your fiduciary responsibilities managing the plan?
- 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.
Afternoon Sessions: Communicating Retirement Benefits and Understanding Social Security & Medicare
Learn the key metrics to understand how financially prepared your employees may be for retirement and what to consider when communicating retirement benefits and retirement readiness.
Then, hear retirement experts provide an overview of how the two largest public entitlement programs, Medicare and Social Security, work. You’ll also get answers to your pre-retirees’ top questions – how to enroll in and maximize their benefits.
In the afternoon session, you will learn:
- Communicating Retirement Benefits and Retirement Readiness
- Recent research on retirement readiness and employee preferences
- Best practices in retirement communications for all of your employees and those near retirement
- Latest trends in measurement and communication
- 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
Faculty:
- Bert Kingsley – President, Lockton Retirement Services New England
- Patrick Sheerin – Esquire, Partner, Parker Brown Macaulay & Sheerin, P.C.
- Shannon Hanko – Associate Director, Financial Wellbeing, Retirement, Willis Towers Watson
- Jennifer Wojcik – Director, Communications & Change Management, Talent, Willis Towers Watson
- Scott W. Cicerone - Vice President, Fidelity Institutional℠
Unable to attend?
Register anyway, and we’ll send you an on-demand recording of the program.
 *This program has been approved for 6.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).
**Due to the current economic climate caused by the pandemic, NEEBC has not increased the fee for this Lunchtime Learning program.
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