Why does your organization have a retirement plan?  Does it sometimes feel like a lot of checking the box without enough time to focus on the outcomes you are seeking to achieve?  You wouldn’t be wrong that there are a lot of items on the “to do” list when it comes to required notices.  Join this session to go over the required notices, 404(c) requirements and beyond, but also to consider how to optimize the retirement plan to achieve the best outcomes.  We will cover:

• Understanding required versus optional participant notifications
• Fulfilling participant requirements under ERISA Section 404(c)
• Best practices to locate missing participants
• Designing and optimizing the plan in light of recent rules and regulations
• Action items for plan sponsors