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Event Details

    Fiduciary Responsibility with Josh Itzoe

    Date: March 16, 2018, 7:45am – 9:30am
    Organizer:
    Cumberland Valley SHRM Chapter
    Location:
    Homewood Suites
    1650 Pullman Lane
    Hagerstown, Maryland 21740
    Price:
    $20.00 MEMBERS $25.00 Non Members (Guests or individuals who have not paid 2017 dues), all of our event fees are non-refundable
    Event Type:
    Meeting
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    Please RSVP by Wednesday, 3/15/18 by   Register here.

    Presentation

    In this 1-hour presentation, attendees will learn discover industry leading research trends and best practices in retirement plan design that can positively impact retirement outcomes for employees.  Topics covered will include behavioral finance and social science research that inhibit employee behavior plan participation, investments and savings rate.  In addition, industry data will be presented that shows the impact of plan design trends such as automatic enrollment, automatic escalation and default investing as well as 6 keys to successful implementation of these plan features. Finally, the fiduciary implications of these actions will be explored.  This presentation is for any HR professional who wants to understand how to design and manage a corporate retirement plan that helps their employees retire more successfully and needs the evidence and data to persuade plan stakeholders to take action.

     

    Joshua P. Itzoe

    Joshua P. Itzoe, CFP®, AIF® is a founder of Greenspring Advisors and leads the firm’s Institutional Client Group. He specializes in developing and managing corporate retirement plans by providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, plan design and vendor management. He is also the author of one of the retirement industry’s most well-known books on fiduciary responsibility for defined contribution plans, Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully and has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, and PLANSPONSOR Magazine. Greenspring has twice been recognized as a Top 100 Retirement Plan Adviser in the United States (2014, 2018) and he’s been named a Financial Times Top 401 Retirement Advisor on multiple occasions (2016, 2017) as well as a nominee for the Top 100 Most Influential People in Defined Contribution survey by 401kWire.

     

    7:45 am -8:15 am - Registration/ Breakfast/ Networking

    8:15 am - 8:30 am  - CVSHRM Update

    8:30 am-  9:30 am -  Program