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HR Lunch Bunch: 401k/403b Plans – Tricks, Improvements, and Updates

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HR Lunch Bunch: 401k/403b Plans – Tricks, Improvements, and Updates

December 6 @ 12:00 pm - 1:00 pm

Virtual Event Virtual Event

Your company-sponsored retirement plan is one of the most valuable components of your total employee compensation package. The retirement standard of living of most employees depends greatly on the qualified plan opportunity presented by your company and your plan advisor.

The way 401k plans are generally discussed by the 401k industry is very dated. Concepts like non-participant, opt out, investment management, fees, employer contributions and auto-enrollment are inappropriately used, needlessly complicated and mis-presented by this industry.

Bring your perspective and your questions to enhance the value you receive from this workshop style discussion! You can also provide questions in advance to ensure we prepare and discuss them.

Join us as we welcome Keith Mayfield from Planit Financial, LLC.  Together we will explore your Q&A as well as topics such as:

  • Your retirement plan should be perceived as a great benefit by your employees, but that does not happen automatically
  • All plans have Auto-Enrollment (even those who don’t think they do). Find out how to re-frame this conversation to better benefit your employees
  • Plan Fees are not the only plan expenses that reduce plan growth. Find out what detracts from your plan growth.
  • Investment Management—What the real difference is between DIY, DIY w/ 3(21), or hiring an Investment Manager means.
  • Practical Impacts of Secure 2.0 legislation.

Walk away with immediately useful and impactful information that will improve your plan and your participant experience, and…improve your Employer Benefit!

Come prepared to participate and bring along your questions.  This is a great time and place to share your “tools and learnings” with other attendees.

RSVP Information:

  • All times listed are Pacific Time.
  • Your RSVP confirmation will include information for registering with Zoom to receive your link for joining the session.
  • If you do not receive confirmation of your RSVP or a reminder notice one week prior to the session, your RSVP has not been received.
  • If you do not receive or lose your Zoom link, please contact our office at or call us at 503-885-9815.
  • Please contact us with questions or for more information: or 503-885-9815.


December 6
12:00 pm - 1:00 pm
Event Categories:


Zoom Virtual Event
253 215 8782
View Venue Website


Deborah Jeffries, SHRM-CP, PHR, CPC
View Organizer Website

2023-12-06 HR Lunch Bunch 401k/403b

2023-12-06 HR Lunch Bunch 401k/403b

9 Going
3 days left to RSVP