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2018 Retirement Boot Camp
Forefront Waltham Conference Center
404 Wyman Street
Waltham, MA 02451
Thursday, November 01, 2018, 8:00 AM - 12:00 PM EST
Category: Global Benefits

Cost: $170 Members; $220 Non-members

Register Now or Call 781-684-8700 for assistance


A Defined Contribution (DC) retirement plan is a key component of most employee benefit programs. Beyond the initial design and implementation:

  • 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?
  • Are you aware of the latest trends?

These are ongoing considerations for ALL benefits and HR professionals alike: new, entry-level and seasoned!


→New to DC?


   →Need a DC Refresher?


       →Join us and learn/re-learn:

  1. DC plan fundamentals and latest trends
  2. Plan design options and "safe harbor" plans
  3. Latest trends in employee financial wellbeing
  4. Legal and regulatory requirements
  5. Actionable steps to audit proof your plan
  6. Best Practices in 401(k) Administration

Speakers:


 

Bert Kingsley - President, Lockton Retirement Services New England

 

 

 

Patrick Sheerin, Esquire - Partner, Parker Brown Macaulay & Sheerin, P.C.



 

 

Vin Smith, AIF - Partner & Senior Consultant, Fiduciary Investment Advisors, LLC (FIA)

 

 

 


NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."

 


Contact: [email protected]