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Event Details

    401(k) Solutions to a Better Retirement Plan

    Date: May 3, 2018, 7:30am
    Organizer:
    Dulles SHRM
    Location:
    Fairfax County Government Center - Conference Room # 7
    12000 Government Center Pkwy, Fairfax, VA 22035
    Price:
    free
    Event Type:
    Discussion Group Meeting
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    Qualified defined contribution plans – which frequently are offered as 401(k) or 403(b) plans – are complex.  But when understood and managed strategically, employers can offer a better retirement plan benefit and simplify their own administrative responsibilities. 

    ERISA and the regulations implementing it create complex requirements for employers, but they also create opportunity.  Compliance requirements and regulatory safe harbors will be discussed as well as plan design and improved investments and education opportunities that allow employers to do more to help their employees better save and plan for retirement.

    401(k) Solutions for a Better Retirement Plan will begin with an overview of the economic and regulatory environment in which employers offer defined contributions retirement plans today as well as a review of the key issues used to measure successful 401(k) and 403(b) plans.  Then opportunities and challenges will be presented for group discussion, concluding with suggestions from the speaker of best practices solutions.  The group discussion will allow attendees to share situations, actions they have taken, and issues that remain. 

     

    Information about the Speaker

    Laurie Wieder is a Professional Plan Consultant® with more than 30 years’ experience in business.  She is Vice President for Alliant Wealth Advisors, Qualified Plans Division, where she works with employers to design and manage successful qualified retirement plans.  Laurie consults on all aspects of plan design and management to help employers achieve company goals and increase employee plan participation.   She is passionate about encouraging financial wellness and helping employees successfully build toward retirement. 

     

    Laurie writes a monthly blog 401(k) Solutions based on the issues on which she consults.  Laurie has been a business owner and an organization executive as well as a 401(k) plan sponsor fiduciary.  She is active in many community organizations, including serving on the Board of Directors of Prince William SHRM.  Laurie enjoys traveling and reading a good book.  She loves walking and hikes frequently with Edgar, her 110-pound Labrador Retriever.

     

     

    Please join us for this lively discussion. You are welcome to extend an invitation to interested colleagues.  No fee is charged for attending.  However, registration is required on-line, at least 24 hours in advance, via the Dulles SHRM web site (www.dullesshrm.org) -- Chapter Discussion Groups. If you have questions, contact Laurie Smith at 703-362-8082 or lauriesmith717@gmail.com. Participation may be limited to the first 25 people who sign up.