HR Competencies

  • Critical Evaluation
  • Business Acumen
  • HR Expertise


To provide participants with a comprehensive overview of the “best practices” in managing and improving employer sponsored retirement plans. This class will provide information for both ERISA governed [401(k), Pension, 403(b), etc.] and non-ERISA governmental retirement plans. The key elements of recent regulations and legislation that impacts retirement plans will be reviewed as well as a focus on what is required to be a good “steward” when caring for employees’ retirement savings.


  • “Why” employers should care about the retirement outcomes of their employees and its impact to the organization’s bottom line
  • “Financial Wellness” – benefits and challenges to proper implementation and execution • How to “engage” your employees in your retirement plan rather than just “educate” them about your plan
  • Regulatory and legislative updates to keep you in compliance with the IRS and DOL
  • Updated and current national “best practices” related to retirement plan design, funding, and management
  • Comprehensive review of retirement plan fees and the new regulations required to provide full fee disclosure and transparency
  • Best practices in investment menu design and monitoring

Designed For

Human Resource practitioners responsible or involved in managing or communicating retirement plans and/or CFO’s and Retirement Committee members responsible for the management of retirement plans


Class Details

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