Recertification Credit Information

1 HRCI HR (General) Recertification Credit Hour
1 SHRM PDC

This program is approved for 1 HR (General) HRCI recertification credit hour toward PHR, SPHR and GPHR through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

DallasHR is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. For more information, visit the SHRM certification website at www.shrmcertification.org.

*Attendance is required to receive recertification credit certificates for attending this educational event.

Navigating the Evolving 401(k) Landscape: Secure 2.0 Act and Beyond

The retirement planning landscape is undergoing significant changes, and it's crucial for human resource professionals to stay ahead of the curve. In this informative session, we'll delve into the intricacies of 401(k) plans, with a special emphasis on the recently enacted Secure 2.0 Act.

Learning Objectives:

• Secure 2.0 Act: Explore the far-reaching implications of this landmark legislation, including provisions for automatic enrollment, higher catch-up contributions, and the elimination of certain barriers to plan participation
• Plan Design Strategies: Gain insights into innovative plan design strategies that can enhance employee engagement, boost participation rates, and optimize retirement readiness
  
• Investment Options and Fiduciary Responsibilities: Understand the importance of offering a diverse range of investment options and the fiduciary responsibilities associated with monitoring and selecting plan investments
  
• Financial Wellness Programs: Discover how to incorporate holistic financial wellness programs into your 401(k) offering, empowering employees to make informed decisions about their retirement planning
  
• Compliance and Regulatory Updates: Stay up to date with the latest compliance requirements, regulatory changes, and best practices for maintaining a compliant and legally sound 401(k) plan
   Employee Education and Communication: Learn effective strategies for communicating complex retirement planning concepts to employees, fostering better understanding and participation in the 401(k) plan
  

Attendees will have the opportunity to interact with industry experts, ask questions, and gain valuable insights into navigating the evolving 401(k) landscape. Don't miss this chance to equip your organization with the knowledge and tools necessary to enhance your retirement offering and support your employees' long-term financial well-being.

Alex Queen, Group VP 401(k) Plan Service
Fisher Investments
Alex Queen serves as the Head of Client Service at Fisher Investments 401(k) Solutions. With 23 years at Fisher Investments, Alex has guided thousands of plan sponsors in navigating their fiduciary responsibilities. Alex is renowned for his dynamic speaking abilities and holds certification through Fiduciary Essentials for Defined Contribution Plans, a subsidiary of Fi360. Additionally, he has contributed as an Adjunct Lecturer at The Plan Sponsor University (TPSU). Residing in Dallas with his wife and two children, Alex embodies a strong dedication to both his profession and his community.

 

Payment & Registration Notes

Attendees can register for:

In Person
Luncheon (1 hour)

IMPORTANT: Advance registrations are strongly recommended. Due to catering requirements, we cannot guarantee seating for onsite registrants. To receive cancellation credit, your written request must be received at DallasHR by 12:00 noon, no later than the Friday before the meeting.

Payment is due with registration. No POs or requests for invoicing can be honored. Checks should be made payable and mailed (to be received no later than the Friday before the meeting) to the DallasHR Office.

Important Notices:

Chapter members and guests are not allowed to bring and/or distribute marketing collateral or material other than business cards to any chapter event except paid, sponsoring businesses. Violation of this policy will result in dismissal from the meeting and confiscation of materials. Opportunities to promote products and services are available. For information, please contact [email protected].

Please make arrangements to be on time. Lunch service will cease when the luncheon presentation begins. This is a rule set by the HR Certification Institute for presentations that are approved for credit. Attendees who arrive after 11:45 AM may not be served lunch and your seat may be released to onsite registration attendees.

If you require a vegetarian meal for lunch, you may request one by contacting [email protected]. Please note that you must pre-order veggie meals no later than 9:00 AM on the Monday prior to the event. On-site requests cannot be honored.