Communicating Defined Contribution Retirement Plans/401k and ERISA Compliance

Event Information
Product Format
Prerecorded Event
60 minutes
Product Description

401ks: Explore What New Benefits and Trends are Available in 2018


Many employers have spent hundreds of hours ensuring compliance with the Employee Retirement Income Security Act (ERISA) and are now inundated with additional administrative paperwork due to the requirements related to auto enrollment in 401k, communicating defined contribution and using mobile technology. There are now new forms, laws, compliance dates, and filings that have to be done each year. Do you need to hire a consultant or attorney to know what to do next?

Join this session by expert speaker Rob J. Thurston who will go over the history of defined contribution and 401k and what parts of the law are to be implemented in 2018. You will learn which laws and parts of 401k were removed, delayed, and changed and what forms and filings need to be done in 2018. You will get timelines and websites with information on future forms and filings.  You will learn about the future of defined contribution and tax saving strategies for retirement and benefits. This session will help you save both time and money.

Session Highlights

After attending this session, you will be able to:

  • Communicate defined contribution plans
  • Describe the forms and filings to be done in 2018
  • Discuss what new benefits and trends are available
  • Explain ten cost savings strategies for benefits
  • Identify what timelines are required for ERISA

Session Objectives

  • Introduction on what is the history of a defined contribution retirement plan
    • What laws and parts of 401k were removed, delayed, and changed
    • What forms and filings need to be done in 2018
    • Do you need to hire an attorney or consultant to comply with ERISA
  • Learn about communication techniques and trends
    • Should mobile and smart technology be used
    • What steps can an employer implement to avoid issues and problems
    • Can consumer driven and mobile technology save the day
  • Understand the future of defined contribution and savings/social security
    • Replace or reform
    • The future trends
    • Ten tax savings strategies for retirement and benefits

Who Should Attend

  • HR senior management
  • Benefits manager
  • Attorneys
  • Accountants
  • Third party administrators
  • Insurance agents and brokers
  • Employers
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About Our Speaker

Rob J Thurston | Human Resources & Employee Speaker

Rob J. Thurston is the President of HR Consulting Group Inc. He has 35+ years of experience working with IBM, Hewitt, Fred S James (now Mercer), and as a Consultant, Broker, Third Party Administrator and Software vendor. Rob is a published author of 3 books, articles and has spoken at over 200+ national conference presentations. He is also the President of the Work Place Benefits Association and was...   More Info
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