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Event Details

    Introduction to Retirement Plan Benefits: Lunch & Learn

    Date: September 24, 2019, 11:30am – 1:00pm
    SHRM Berks Chapter
    Wyomissing Family Restaurant
    $18-Members/$25Guests all 3 for $50 for members
    Event Type:
    Special Events
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    2019-20 Fall/Winter Lunch & Learn Series

    Session #1

    Introduction to Retirement Plan Benefits

    The session will review the roles and functions of persons on the retirement plan team, provide tips for annual reporting requirements and discuss the components of a good plan.

    1. Learn the difference between the four types of retirement plans.

    a. 401(k)
    b. 403(b)
    d. SEP IRA

    2. Understand the role of persons on your retirement plan team.

    a. HR Department
    b. Recordkeeper
    c. Third-Party Administrator
    d. Investment Professional

    3. Know the requirements for annual IRS reporting.

    a. Annual reporting requirements
    b. ADP / ACP? What do those mean?
    c. Form SF
    d. Overview of the Reporting Calendar

    4. Identify cost, service, and investment improvements

    Speaker:  Claudia Wert

    Ms. Wert is a Financial Advisor for Wert Investment Consulting Group. Claudia joined the Wert Investment Consulting Group of Wells Fargo Advisors in 2013. Ms. Wert assists with employer sponsored retirement vehicles including traditional 401(k), safe harbor, 403(b), SIMPLE, SEP, and Single K plans

    This is the first in a series of 3 Lunch & Learn sessions for the fall/winter 2019-20.  Cost is $18.00 for members per session.  A discount will be applied if registering for all 3 sessions prior to the first one.  Pay $50 for all three.   

    Photographs may be taken during this event for purpose of marketing the Berks County SHRM group in print and digital media, including on its website.  By attending the meeting, you agree that your lieness may be used for this purpose.