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Event Details

    Retirement, 401k, & Future Planning

    Date: May 10, 2023, 8:00am – 9:30am
    North Star SHRM Board
    No cost to attend as a North Star SHRM member
    Event Type:
    Chapter Meeting
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    North Star SHRM will be hosting a virtual seminar titled: Fiduciary Perspectives, Aptitude and the Road to Excellence.

    This is a FREE virtual presentation on Wednesday, May 10, 2023, from 8 a.m. to 9:30 a.m. All North Star SHRM members are invited to attend via Zoom.

    Join Zoom Meeting

    Meeting ID: 967 4999 2528

    401(k) and similar group retirement plans have become the most successful retirement savings tools ever. Employers have significant influence over the retirement outcomes of their workers because of these plans, yet many employers misunderstand their fiduciary role and fall short of fulfilling their fiduciary responsibilities. This presentation will clarify the fiduciary’s role, provide insightful education to improve fiduciary aptitude, and outline three straight-forward steps for the road to fiduciary excellence. That road is important for each employer to create a successful retirement plan and outcomes for their organizations and employees.

    This presentation will be interactive and insightful for HR professionals who are both new and experienced with 401(k) plans. Learning objectives:

    • Gain perspective and understand the significance of the retirement plan fiduciary’s role
    • Learn how to better understand some commonly misunderstood concepts that often lead to bad retirement plan decisions
    • Get a clear roadmap with three steps to improve your fiduciary aptitude and be on a better track for a more successful retirement plan.

    Our presenter is Joe Brummel, President & Founding Instructor, Plan Sponsor Roundtable

    Charged and found guilty of making 401(k) plans fun, Joe Brummel is a passionate educator for retirement plan sponsors and their participants. He has over 25 years’ experience as a retirement plan advisor for Strategic Retirement Partners, where he continues to help many employers and their employees.

    His advisory experience inspired him to start Plan Sponsor Roundtable over a decade ago.Through that his team provides insightful and interactive educational programs at no cost to employers to help them better understand the retirement plan industry and better manage retirement accounts for their organizations and employees.