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Instructor led
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March 27, 2026 | 9:00 a.m. – 10:00 a.m.
The 401(k) plan is the primary way employees will achieve future financial security. Given its vital financial importance, plan management needs to be revisited by adopting a business-style oversight. This framework will help demystify commonly held beliefs that may be limiting the effectiveness of the plan and not properly protecting the company. We will share a powerful analogy that will provide clarity and insight as well as discuss common assumptions that frequently arise from inherited misunderstandings.
Learning Objectives:
Reframe the relationship between HR and 401(k) plans to better manage using your existing standard HR already uses everywhere else.
Discover why the status quo is causing employees to fall behind their retirement goals and how employers can provide important help.
Develop a clearer understanding of the perspective needed to take a successful leadership role that will benefit every 401(k) participant across the organization.
Break down eight frequent misconceptions that will help make the 401(k) plan more HR friendly, easier to oversee, and a more powerful financial benefit for employees.
Presented by: CAPTRUST – ASE’s newest Preferred HR Partner offering members holistic 401(k) consulting services to retirement plan sponsors.
Presenters:
Errol Hau, AIF, Senior Vice President – CAPTRUST
Kim Huppertz, Vice President - CAPTRUST
The 401(k) plan is the primary way employees will achieve future financial security. Given its vital financial importance, plan management needs to be revisited by adopting a business-style oversight. This framework will help demystify commonly held beliefs that may be limiting the effectiveness of the plan and not properly protecting the company. We will share a powerful analogy that will provide clarity and insight as well as discuss common assumptions that frequently arise from inherited misunderstandings.
Learning Objectives:
Reframe the relationship between HR and 401(k) plans to better manage using your existing standard HR already uses everywhere else.
Discover why the status quo is causing employees to fall behind their retirement goals and how employers can provide important help.
Develop a clearer understanding of the perspective needed to take a successful leadership role that will benefit every 401(k) participant across the organization.
Break down eight frequent misconceptions that will help make the 401(k) plan more HR friendly, easier to oversee, and a more powerful financial benefit for employees.
Presented by: CAPTRUST – ASE’s newest Preferred HR Partner offering members holistic 401(k) consulting services to retirement plan sponsors.
Presenters:
Errol Hau, AIF, Senior Vice President – CAPTRUST
Kim Huppertz, Vice President - CAPTRUST
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March 27, 2026 | 9:00 a.m. – 10:00 a.m.
The 401(k) plan is the primary way employees will achieve future financial security. Given its vital financial importance, plan management needs to be revisited by adopting a business-style oversight. This framework will help demystify commonly held beliefs that may be limiting the effectiveness of the plan and not properly protecting the company. We will share a powerful analogy that will provide clarity and insight as well as discuss common assumptions that frequently arise from inherited misunderstandings.
Learning Objectives:
- Reframe the relationship between HR and 401(k) plans to better manage using your existing standard HR already uses everywhere else.
- Discover why the status quo is causing employees to fall behind their retirement goals and how employers can provide important help.
- Develop a clearer understanding of the perspective needed to take a successful leadership role that will benefit every 401(k) participant across the organization.
- Break down eight frequent misconceptions that will help make the 401(k) plan more HR friendly, easier to oversee, and a more powerful financial benefit for employees.
Presented by: CAPTRUST – ASE’s newest Preferred HR Partner offering members holistic 401(k) consulting services to retirement plan sponsors.
Presenters:
Errol Hau, AIF, Senior Vice President – CAPTRUST
Kim Huppertz, Vice President - CAPTRUST
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