EDUCATIONAL OPPORTUNITIES for plan sponsors and participants

Wednesday, July 17^th, 2024 at 2pm EST

Employee benefits can hold different value to different people depending on their life stage or experience. This becomes a significant challenge for employers when designing benefits packages for five generations of employees. The values and preferences of Gen Z differ significantly from those of Baby Boomers, making it difficult to create a one-size-fits-all solution. However, offering distinct packages for each generation isn't always necessary. By strategically communicating the value of certain benefits, employers can appeal to a wide range of employees.

Wednesday, July 24^th, 2024 at 2pm EST

Department of Labor audits are usually not random and can be sprung on a company with hardly any notice. Participant complaints, curious Form 5500 figures and improper auditing reports are leading indicators for the DOL to come knocking on your door. This is why plan auditors are expanding the scope and breadth of their route annual audits. Join this session to learn how best to prepare for you annual audits and learn about how to address an IRS/DOL audit if the time comes.

Thursday, August 8^th, 2024 at 2pm EST

For nearly 5 decades the focus for 401(k) plans has been on accumulation. With the pending retirement of the Baby Boomer and ultimately, Gen X, generations, converting 401(k) balances into an income stream will be critical. Learn more about helping your employees "give themselves a paycheck" long after their last days with your organization.

Wednesday, August 21^st, 2024 at 2pm EST

The most engaged plan sponsors are asking questions to solve tomorrow’s problems and use their benefits offering not only for retaining, but attracting key talent. In an environment where employees are actively seeking greener pastures, employers are challenged to irrigate their workplace to enhance job satisfaction, which is increasingly tied to financial health. Employer sponsored savings plans can be the bedrock of at-work financial wellness, if watered and nurtured in a thoughtful way. Learn more about getting the most of your service providers.

Location/Date: Chicago, IL June 24-26, 2024

Taking the Windy City by Storm

Location/Date: Osage Beach, MO August 6-9, 2024

Artful HR: Inspiring Creativity & Innovation in the Workplace

Location/Date: August 12-14, 2024 Indianapolis, IN

Location/Date: August 21-23, 2024 Omaha, NE

Location/Date: Orlando, FL August 25-28, 2024

Renew the Heart of HR

Location/Date: Albany, NY September 8-10, 2024

The Art of HR

Location/Date: Sandusky, OH September 25-27, 2024

Taking Care of Business

Location/Date: WI October 9-11, 2024

Leading Winning Cultures

Location/Date: Houston, TX October 13-16