HR Academy: Is Your Company's Retirement Plan Successful?

*Approved for 2 HRCI general credits and 2 SHRM-CP or SHRM-SCP Professional Development Credits (PDCs)*

The ultimate goal of an employer-sponsored retirement plan is to help employees accumulate enough savings for a successful retirement. The challenge is when each employee’s needs are unique and employers don’t have the information about participant’s finances outside of the plan to draw proper conclusions about their retirement readiness.  Many employees have a general lack of confidence when it comes to their finances, and most companies don’t realize the impact they can make in this area. By leveraging behavioral finance, Human Resource professionals can improve employee decision making, remove barriers to employee engagement and maximize outcomes.

This course will help your HR team:

  • Identify simple ways to improve upon your plan design
  • Define actions to achieve impact in the areas you can control
  • Determine appropriate metrics to measure plan success
  • Establish a process to measure, act and continuously improve
  • Leverage current trends and strategies to ensure your plan is on track
  • Attract and retain talent using your competitive retirement plan

Click here for PDF version.

Featured Presenter:

Ryan Stover, CFP®, AIFA®
Principal, Retirement Services

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Ryan Stover is a Principal in Marsh & McLennan Agency’s (MMA) Retirement Services Division. He is a Certified Financial Planner with over 15 years in the financial and retirement plan services industry. Ryan joined MMA in 2009 and serves as the main point of contact and provides day-to-day strategy, team leadership, and management.

Previously, Ryan spent nine years at Deloitte Consulting serving Fortune 1000 and government agency clients across the US and Canada. Ryan is an active member of the Center for Fiduciary Studies and incorporates Behavioral Finance concepts into his practice as a designee and member of the Allianz Global Investors Center for Behavioral Finance.

Ryan graduated from Cal Poly, San Luis Obispo with a BS in engineering. He is a CERTIFIED FINANCIAL PLANNERTM, an Accredited Investment Fiduciary Analyst, and one of less than 80 Certified Behavioral Finance Analysts in the US. Additionally, he is a Registered Investment Advisor, and holds Series 7 and 66 licenses as well as Life & Variable licenses with the California Department of Insurance.