NOVEMBER 16-20, 2020
29th Annual 401(k) Class
The 401(k) Class has a long-standing reputation in the Pacific Northwest for providing Plan Sponsors the information they need to run a successful 401(k) plan. This year, the 29th Annual 401(k) Class is moving online, increasing the number of covered topics and opening registration to Definiti Plan Sponsors and their financial advisors across the nation.
NOVEMBER 16-20, 2020
29th Annual 401(k) Class
The 401(k) Class has a long-standing reputation in the Pacific Northwest for providing Plan Sponsors the information they need to run a successful 401(k) plan. This year, the 29th Annual 401(k) Class is moving online, increasing the number of covered topics and opening registration to Definiti Plan Sponsors and their financial advisors across the nation.
Featuring Speakers From:
Sponsored By:
Featuring Speakers From:
Sponsored By:
Learn About Your 401(k) Plan
Hear from top-notch ERISA attorneys, retirement plan consultants and partner platform representatives as they cover valuable topics designed to help you get the most out of your 401(k) plan. Sessions include a detailed explanation of how the SECURE Act and recent regulatory changes could impact retirement plans, as well as a discussion on how the changing workforce could change your retirement plan.
Recordings of each session are available for replay now.
Monday, Nov 16
Day One
- 401(k) Basics
- Leading from the Laptop
- How to Reduce Your Fiduciary Liability
Tuesday, Nov 17
Day Two
- State of the Participant 2020
- 401(k) and Defined Contribution Plan Cycle 3 Restatements
Wednesday, Nov 18
Day Three
- SECURE Act – How Your Plan May Be Affected
- Cybersecurity Landscape
Thursday, Nov 19
Day Four
- Maximizing Plan Contributions
- Mergers & Acquisitions: What It Means for Retirement Plans
- Participant Disclosures Under ERISA
Friday, Nov 20
Day Five
- Is A Cash Balance Plan Right For You?
- Looking Ahead: Legislative and Regulatory Update
Learn About Your 401(k) Plan
Hear from top-notch ERISA attorneys, retirement plan consultants and partner platform representatives as they cover valuable topics designed to help you get the most out of your 401(k) plan. Sessions include a detailed explanation of how the SECURE Act and recent regulatory changes could impact retirement plans, as well as a discussion on how the changing workforce could change your retirement plan.
Recordings of each session are available for replay now.
Monday, Nov 16
Day One
- 401(k) Basics
- Leading from the Laptop
- How to Reduce Your Fiduciary Liability
Tuesday, Nov 17
Day Two
- State of the Participant 2020
- 401(k) and Defined Contribution Plan Cycle 3 Restatements
Wednesday, Nov 18
Day Three
- SECURE Act – How Your Plan May Be Affected
- Cybersecurity Landscape
Thursday, Nov 19
Day Four
- Maximizing Plan Contributions
- Mergers & Acquisitions: What It Means for Retirement Plans
- Participant Disclosures Under ERISA
Friday, Nov 20
Day Five
- Is A Cash Balance Plan Right For You?
- Looking Ahead: Legislative and Regulatory Update
