Who Should Attend?
- GBA 401(k) Plan Administrators and Plan Fiduciaries
- GBA Members not currently participating in the GBA Master 401(k) or Pension Plan
Representatives From:
- GBA Retirement Services
- Ascensus (formerly American Trust Retirement)
Registration Price:
- Trust Members: Free
- GBA Members: Free
- Non-GBA Member: Free
Light breakfast and lunch included!
For more information or assistance with registration please contact Mandy Richards at 678.549.4167 or mrichards@gabankers.com.
Updates and Strategies for Effective Retirement Plan Management
Program Content:
Join GBA Retirement Services and Ascensus (formerly American Trust Retirement) for an in-depth seminar on the essentials of managing your company’s 401(k) plan. Gain valuable insights into best practices, regulatory requirements, and strategies for effective plan administration. This session is designed for plan administrators, fiduciaries, and HR professionals. While it’s most beneficial to members of the GBA Master Trust, others are invited to attend if you are interested in learning more about our services.
Topics will Include:
- Administrative Procedures
- Employee Communication and Retirement Savings
- Fiduciary Responsibilities for Plan Sponsors
- Automatic Enrollment Plan Design and impact on Retirement Success
- 401(k) Website Technology
- Discrimination & Year End Testing
- Year-End Census Data Information and Deadlines
- Plan Administration
- Investment Overview and personalized Managed Accounts
- Legal Updates for Retirement Plans
- SECURE 2.0 Overview
- Fee Overview for 2027
- Updates for the transition from American Trust Retirement to Ascensus