Running a 401(k) plan can be tough. Advice can be convoluted and riddled with industry jargon that doesn't actually help. Wouldn't it be nice to just have some straightforward tips and ideas to get your plan on a better path?

Meeting Overview: 

During this interactive presentation, we want to hear from you! Through engaging polls and easy-to-understand content, this program will give you some simply steps for running a 401(k) plan for today’s workforce. The presenter will reference DOL and IRS regulations as they relate to 401(k) plans.

Attendees will walk away with:

• Practical action items that you can accomplish (quickly) to improve your retirement plan
• Simple steps to help ensure you are fulfilling your fiduciary duty
• Ideas on plan design that should help improve processes for you and your participants
• Clear communication strategies you can use to help your staff take full advantage of their retirement plan.
• Thoughts/consideration on SECURE 2.0 and its potential impact on plan design

Meet the Presenter:

Scott Gehman, ERPA, CEBS - Scott specializes in retirement plan design, consulting, and administrative services for 401(k)s, profit sharing plans, and ESOPs for many different organizations.  Scott also studies retirement plan fiduciary topics and is a writer and educator for advisors and clients in this area.  He is an investment adviser representative with specialties in the manufacturing, construction, and transportation industries.

Scott’s broad experience comes from working at Conrad Siegel since 1995. He has served in both retirement plan and investment areas, and across many different types and sizes of retirement plans giving him a holistic view of the retirement plan practice from the bottom up.  Scott is also a marketing enthusiast and a member of the Business Development Committee.

Scott’s credentials include: Certified Employee Benefits Specialist (CEBS) and Enrolled Retirement Plan Agent (ERPA).

This meeting is pending approval for general recertification credits.