Retirement plan best practices

Best practices for plan sponsors

Make your plan great

This presentation will focus on best practices for qualified retirement plans in three general areas:

  1. Best practices for an effective and healthy retirement plan.
  2. Best practices to maintain your plan’s qualified status ensuring ongoing compliance with IRS and DOL rules and regulation.
  3. Best practices to manage and mitigate fiduciary liability for the organization.

What you'll learn

  • Identify best practices to maintain an effective and healthy retirement plan for your employees.
  • Identify best practices to ensure ongoing compliance with governing codes, rules, and regulations.
  • Identify best practices to manage and mitigate fiduciary liability for the organization.

Who should attend?

  • HR professionals
  • CFOs
  • Business owners


Brad Bechtel photo

Connect with Brad

Brad Bechtel
Senior Vice President,
Employee Benefits Services

Brad leads the employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans and employee stock ownership plans. The division provides accounting and consulting services to clients on employee benefit plans including plan design, implementation, operation, fiduciary due diligence, and compliance.

Brad is also well-versed in executive compensation planning involving non-qualified plans, such as phantom stock plans, top hat plans, excess benefit plans and other deferred compensation approaches. He has served as consultant to numerous Fortune 500 corporations in the area of investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans.

Brad is a graduate of the University of Nebraska-Lincoln, where he received his bachelor of science degree in finance. He graduated with the highest distinction from the Keller Graduate School of Management with a master of business administration degree and is a registered investment advisor with Series 7, 24, and 66 FINRA registrations.

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  • To register, click on the REGISTER button above. Upon registering, you will receive a confirmation email with login information.
  • Program level: Basic
  • Prerequisites: None
  • Advanced preparation: None
  • CPE Credit: 1.0 for 50 minutes (program runs 60 minutes for HR credit)
  • Field of study: Personnel/Human Resources
  • Approved for 1.0 hour of PDC SHRM credit and 1.0 HR (General) HRCI recertification credit hours.
  • Delivery method: Group-internet-based
  • Cost: FREE
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