• Irvine Office:

    4902 Irvine Ctr. Dr.,

  • Corona Office:

    1810 Fullerton Ave., # 106 Corona,

401K – What's New & Best Practices – ALANYC 401K – What's New & Best Practices – ALANYC

Thursday, October 15, 2020

Join us for a Lunchtime presentation exploring Best Practices & What’s New in 401K led by Robert Frattarola and Lisa Vilardi of AssuredPartners, Jamison.

Topics to be discussed include:

  • The SECURE Act
  • Recap of 2020 Plan Limits
  • The CARES Act and recent changes
  • Pooled Employer Plans (PEP)
  • Benchmarking 401(k) Plans
  • Employee Education

AssuredPartners, Jamison is a Grand Central level Business Partner of ALANYC.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Human Resources Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.
1 MBS Certificate Credit

Download the presentation here.