Calendar of Events
Prev MonthPrev Month Next MonthNext Month
2017 Basics: Get the 411 on Your 401(k)
Waltham Woods Conference Center
860 Winter Street
Waltham, MA 02451
Thursday, November 02, 2017, 8:30 AM - 12:00 PM EDT
Category: Global Benefits

Basics Program:

Get the 411 on Your 401(k)

Cost: $170 Member; $220 Non-Member

Register or call 781-684-8700 for more information


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

    1. Is your DC plan in compliance?

    2. Are you meeting your fiduciary responsibilities managing the plan? 

    3. Is your 401(k) maximizing its full potential for all of your employees?

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 about:

    • 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 401(k) Administration

Each attendee will receive a Compliance Checklist!  Please join us for this essential program.


Speakers:

  • Bert Kingsley - President, Lockton Retirement Services New England
  • Patrick Sheerin - Esquire, Partner, Parker Brown Macaulay & Sheerin, P.C.

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]