HR & Compliance Roundtable: Employer Sponsored Retirement Plans: How to Mak

Welcome to the HR & Compliance Roundtable, hosted by Oregon Pacific Financial Advisors, Rogue Benefit Planning, and Sowles Consulting! Join us for a dynamic lunch hour where industry professionals converge for engaging discussions and valuable networking opportunities. Enjoy lunch as you connect with peers and gain insights from top experts in the field.

Join us for an engaging Lunch & Learn session, "Employer Sponsored Retirement Plans: How to Make All Employee Benefits Work Together." This roundtable discussion will cover key insights into the variety of available retirement plans, how to maintain compliance, and ways to maximize plan effectiveness for your business and employees. You'll also gain valuable tips on evaluating your current plan and learn about the latest updates from the SECURE Act 2.0. Don't miss this opportunity to enhance your benefits strategy and empower your workforce!

Learning Objectives:

Explore Plan Varieties: Understand the different available retirement plans and how they compare.

Stay Compliant: Learn what it takes to keep your plan compliant and clarify roles for all partners.

Maximize Efficiency: Discover how to optimize plans for your company's and employees' success.

Ask the Right Questions: Gain insights into evaluating your current retirement plans effectively.

Understand SECURE Act 2.0: Get an overview of the latest updates impacting retirement planning.

Recertification Credit: 1.5 SHRM-CP/SHRM-SCP Certification Credits

Host or Publisher Tonya Sowles