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Event Details

    August Chapter (Breakfast) Meeting: Understanding the Complexities of 401(k) Plan Administration

    Date: August 13, 2020, 7:30am – 8:45am
    Lynchburg Regional SHRM Inc.
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    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



    Register in advance for this webinar:

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


    Pending: Pre-Approval for SHRM Credit (1.00 "General HR" Credit Hour)

    Pending: Pre-Approval for HRCI Credit (1.00 PDC Credit Hour)


    Sponsors: This meeting is available for sponsorship.