Creating A Positive Impact Through Your Company Retirement Plan

Many people have the desire to work in HR because it provides an opportunity to build relationships with people and results in a positive impact on their lives.  Not many people get into HR because they want to be a fiduciary on a retirement plan.  Our session will explore how, as a plan fiduciary, you can use the plan to increase the happiness of your employees, yourself, and your organization.  We will cover topics such as best practices in participant education/communication, plan design, fee benchmarking, provider due diligence, and understanding your fiduciary responsibility.

By the end of this presentation, attendees will be able to identify potential ways to inspire retirement plan participants to save for their goals, to elevate the value of the retirement plan for recruitment and retention efforts, and add more to the bottom line while decreasing the costs and risks associated with maintaining a retirement plan.

About the Speaker

Steven Gibson, CFA, began his financial services career in 2008 and has consulted on a variety of different types of plans for corporations, not-for-profits and governments. He has extensive knowledge of financial planning and the many facets of qualified and non-qualified retirement plans. He joined Rehmann in 2020.

Steven holds the Chartered Financial Analyst (CFA) certification, Certified Plan Fiduciary Advisor (CPFA) and the Series 65.

Steven keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations. A frequent presenter, Steven has spoken on subjects such as fiduciary responsibilities, retirement plan fees, and overcoming cognitive and emotional biases.