What the PEP? And other ways to hit the 401(k) easy button

Join HRMN for our monthly chapter meeting and program. 

Speaker: Jeff Schober, Gallagher

What the PEP? And other ways to hit the 401(k) easy button

Description: Ideas to eliminate the hassles, streamline compliance, reduce cost, and increase effectiveness of your retirement plan

Key Learning Objectives:

• Understanding retirement plan fiduciary responsibilities
• Impacts of the Secure Act and Secure 2.0 on qualified retirement plans
• Retirement Plan recordkeeper services and cost trends
• Administrative outsourcing and technology integration to eliminate manual processes
• Strategies for effective employee communication, engagement and promoting retirement outcomes

Registration Includes Breakfast

The SHRM Foundation will be raffling off a bottle of wine from Liquid Art Winery & Estate with two stemless Liquid Art wine glasses (total cash value is approx. $40) at the February meeting. Raffle tickets will be available at the door for $1/ea. or 6 tickets for $5.  All proceeds will be donated to the SHRM Foundation. For information related to SHRM Foundation click here.

Jeff Schober, QPFC, CRC®, AIF®

Jeff Schober joined the Gallagher retirement plan consulting team in July 2019. With over eight years of financial services experience, Jeff has focused on investment, fiduciary, and plan design consulting for 401(k), 403(b), 457(b), and other defined contribution retirement plans. Prior to joining Gallagher, Jeff worked for DPI Benefits where his experience encompassed all areas of the employee benefits industry. Jeff earned his Master’s Degree from Kansas State University. He has completed the Accredited Investment Fiduciary® (AIF®) studies from Fi360, the Qualified Plan Financial Consultant (QPFC) from the National Association of Plan Advisors, and the Certified Retirement Counselor (CRC®) from the International Foundation for Retirement Education. Jeff assists his clients with the design, implementation, and monitoring of qualified retirement plans. His consulting helps companies create strategies which reduce cost, enhance service, remain compliant, and promote successful outcomes for employees.