Retirement Basics (101R)

Date & Time: November 5, 2020 | 8:30 am – 12:00 pm
Type: Virtual Program

NEW Certification:  NEEBC Certification in Health & Welfare and Retirement Plan Basics*
Credits: NEEBC programs may qualify for CEBS continuing professional education (CPE) credit.**

Cost:  $175 Member | $250 Non-member 
Register or call 781-684-8700 for more information


New to Retirement Plans?

          →Need a Refresher? 

                      Join us and learn/re-learn about Retirement!


Get the 411 on 401k

A Defined Contribution (DC) retirement plan is a key component of most employee benefit programs. Beyond initial design and implementation, this session will help you answer these important questions:

  1. Is your DC plan in compliance?
  2. Are you meeting your fiduciary responsibilities managing the plan? 
  3. Is your 401(k) maximizing its full potential for all of your employees?

In this session you will learn:

  • DC plan fundamentals and latest trends
  • Plan design options and "safe harbor" plans
  • Latest trends in employee financial wellbeing
  • Legal and regulatory requirements
  • Actionable steps to audit proof your plan
  • Best Practices in Retirement Plan Administration
  • Impact of CARES, COVID-19 and the Election on Retirement Plans

And, each attendee will receive a DC Compliance Checklist!  


Speakers

  • Bert Kingsley  President, Lockton Retirement Services New England
  • Carol McShera – Consultant, DiMeo Schneider & Associates, L.L.C.

  • Patrick Sheerin  Esquire, Partner, Parker Brown Macaulay & Sheerin, P.C.

Unable to attend? Register anyways, and we’ll send you an on-demand recording of the program.


*NEW!! The NEEBC Certification in Health & Welfare and Retirement Plan Basics is awarded upon completion (within a 24-month period) of Retirement Basics (101R) and Health & Welfare Basics (101HW), which is offered every spring.

The certification includes:

  • Certificate of completion
  • FREE registration for 1 NEEBC/IFEBP webinar (within 12-month period)
  • Recognition in NEEBC newsletter and social media post

**NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."