Event Details

​Topic: Understanding the Complexities of 401(k) Plan Administration

Speaker: Joné E. Liuzza, ERPA, QPA, QKA, Director of Retirement Plan Sales​

• Originally from New Orleans, graduated summa cum laude from Loyola University with a B.S. in Organizational Behavior
• Over 20 years of experience in the retirement plan industry
• Holds a QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator) and ERPA (Enrolled Retirement Plan Agent with the IRS)
• Last 9+ years with ACG, a wealth management and retirement consulting firm in Richmond
• Currently transitioning to Director of Retirement Plan Sales
• Active member of Junior League Richmond
• Lives in Midlothian, a suburb of Richmond, with her husband and two teenage girls.

Presentation Summary: 

During the 60-minute presentation for SHRM, the presenter will discuss the many faucets of 401(k) administration including

• Dive into administration nuances including eligibility, entry dates, rehires, open enrollment, disclosures, loans, etc.
• How employers can use plan as a tool to attract and retain talent
• CARES Act
• Secure Act
• Covid-19
• Tips and tools to increase participation
• Fiduciary responsibility
• Plan design – is it working for you?
• Q&A

Registration:

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN__sDhMaWtR-ewp-hAPvpdJQ

After registering, you will receive a confirmation email containing information about joining the webinar.

Certification: 

Sponsors: This meeting is available for sponsorship.