Meeting/Event Information

    Engaging Your 401k Participants to Help Improve Retirement Readiness

    February 18, 2021
    11:30 AM - 1:00 PM
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    VIRTUAL MEETING


     Directions

    SHRM/HRCI Learning Objective: Engaging Your 401k Participants to Help Improve Retirement Readiness

    How successful is your company’s retirement plan in helping employees prepare for retirement?
    Join us to discuss why employers should care about their employees’ retirement readiness and the impact
    financially stressed employees can have on a business’s bottom line. We will also discuss how to measure a
    retirement plan programs successfulness and strategies to help improve employee retirement readiness.

    1) Retirement plan sponsors will learn how to evaluate the effectiveness of their companies retirement plan in
    preparing employees for retirement.
    2) Retirement plan sponsors will learn 401k design best practices that can help drive employee retirement
    readiness
    3) Retirement plan sponsors will learn best practices to help engage retirement plan participants

    Speaker: Justin Steil, CRPS

    Speaker Bio:
    Justin Steil, CRPS® is a Financial Advisor at UBS Financial Services.  His team is part of the highly specialized Retirement Plan Consulting Group www.ubs.com/rpcs focused on advising to corporate retirement plans. Today's retirement landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and presents new management challenges for plan sponsors.  The teams consultative approach focuses on improving employee retirement readiness and assisting plan sponsors with providing a best in class retirement benefit. 

    Justin is FINRA registered and holds Series 7 and 66 securities licenses as well as life and health insurance licenses.  He holds the Chartered Retirement Plans Specialist designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses.  He graduated with a BS in Biology from James Madison University in 2004.

     

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    Meeting Agenda:
    11:30am - Webcast opens
    11:40am - Chapter Announcements
    11:50am - Sponsor Announcement
    12:00pm - Presentation begins
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