Retirement Plans 101 for HR Professionals May 11
Gain a basic understanding of the rules and requirements of offering a retirement plan, and ensure the retirement plan is compliant, meeting regulatory requirements, vendor management, non-discrimination testing, plan design options, fiduciary governance, and investment management decisions at the meeting of JSAHR (Jersey Shore Association for Human Resources), open to the public, on Thursday, May 11 from 8:00 to 10:00 a.m. at Jumping Brook Country Club, 210 Jumping Brook Road, Neptune.
This meeting will help attendees increase their insight about the basic requirements for a retirement plan to be qualified for tax benefits; understand the core responsibilities of the plan sponsor (i.e. employer) when offering a plan to employees; outline the primary decisions that an employer must make when establishing a plan; and consider best practices for strong fiduciary governance, investment management, plan administration and employee experience.
Registration including breakfast is $35 for JSAHR members; $50 for non-members; $25 for each guest and those in-transition; and $10 for students with a valid ID. Registrations are due by Friday, May 5 online at: http://jsahr.shrm.org/events or admin@jsahr.org or call JSAHR at 732-701-7155.
JSAHR is a SHRM (Society for Human Resource Management) affiliated chapter. This program is pending one (1) SHRM PDC and one (1) HRCI (Human Resource Certification Institute) recertification credit.
About the Speaker Kristen M. Koluch: Kristen Koluch has dedicated her career to helping people prepare for the most significant milestone in life – retirement. She helps corporate-plan sponsors and their retirement, investment and finance committees meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals. Koluch is co-head of the investment committee and leads the portfolio research team for her team’s institutional clients.
As a Chartered Financial Analyst®, Koluch holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management, and business reporting. As an accredited investment fiduciary analyst, she has detailed knowledge in both a prudent investment process and assessment principles, qualifications desired by both the industry and regulators. In 2020, Koluch obtained her CERTIFIED FINANCIAL PLANNER certification, demonstrating her commitment to her profession.