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Many 401(k) plans haven’t been meaningfully reviewed in years—and in the last 3–5 years, the retirement plan landscape has significantly changed. New pricing transparency expectations, evolving compliance rules, and a wave of innovation and outsourcing options mean that “set it and forget it” can become expensive.
Join us in person for a practical, sponsor-focused session designed for plan decision-makers who want a fresh, no-fluff look at what’s changed and what they may be missing. We’ll walk through the most important industry shifts, where hidden or unclear fees still show up, and how to pressure-test your current advisor and service providers with the right questions.
You’ll leave with clear takeaways and a short checklist to help you evaluate your plan’s competitiveness, confirm what you’re paying (and why), and identify opportunities to improve outcomes for both the organization and participants.
Agenda:
8:30 - 9:00 am: Registration check-in and breakfast
9:00 - 10:00 am: Presentation and Q&A
Location:
Northland Country Club,
3901 E Superior St,
Duluth, MN 55804
Senior Vice President, Retirement Services
HR Certification Institute’s® (www.HRCI.org) official seal confirms that Marsh McLennan Agency meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®
This program has been approved for 1 (HR General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through the HR Certification Institute.
Marsh McLennan Agency is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP®or SHRM-SCP®.
This program is valid for 1 PDC for the SHRM-CP®or SHRM-SCP®. For more information about certification or recertification, please visit shrmcertification.org.
