Event Details

Topic: How Will Your Reviews Change This Year? 

HR Professionals often spend a great amount of time and attention on the process needed to effectively review employee performance, whether annually or more often. What if adherence to a prudent process requires a similar level of diligence for the periodic review of your retirement plan? And what if the law that applies to retirement plan fiduciaries supports the notion that an even higher standard applies? This presentation will provide pragmatic thinking on what is required to prudently monitor an organization's retirement plan as well as best practices that HR Professionals can adopt to comply with the requirements.

Our Speakers:

Mike Smoots works at Qualified Plan Advisors as an attorney with a focus on ERISA services. Previously, Mike was a Vice President with a national recordkeeper. He negotiated agreements with asset managers, reviewing investments for their total cost and revenue sharing—maximizing these payments for retirement plan sponsors. He also reviewed hundreds of retirement plans, ranging in size from $10 million to $20 billion, relative to investment selection, plan design and revenue sharing, as a member of the finance team. Mike graduated from Kansas State University with a bachelor’s degree and earned his juris doctor from the University of Kansas.

Robert Massa is the Managing Director for Qualified Plan Advisors in Houston and has almost 30 years of experience. His career has been focused on the investment, administration and fiduciary management of retirement plans along with guiding employees to financially successful outcomes. Rob graduated from the College of New Jersey and has his CHFC , CEBS, AIF, CFPA and CBC certifications. He has been interviewed for articles with U.S. News and World Report, The Motley Fool, and TheStreet.com and spoken at various conferences, including SHRM, PlanSponsor and Employee Benefit News. In 2016, Rob was named Retirement Adviser of the Year by Employee Benefit Adviser magazine.

RSVP Required - Register here!

Time and Location: Chapter meetings are held monthly on the second Tuesday of the month. Our program will begin at 12:00 noon via Zoom.  More details will be emailed to you upon registration.