Retirement Plans’ Past, Present and Future: Perspectives on this Essential Benefit

Wednesday 2:00 – 3:00 PM

Session Description

Share real world experience to help HR teams avoid mistakes and improve their effectiveness; Help HR teams improve the use, utility, and appreciation of retirement plan and improve their employees’ financial wellness; and Provide bigger picture context to the retirement plan discussion and project what the future may hold, particularly if current trends persist.

Learning Objectives

  1. Share real world experience to help HR teams avoid mistakes and improve their effectiveness
  2. Help HR teams improve the use, utility, and appreciation of retirement plan and improve their employees’ financial wellness
  3. Provide bigger picture context to the retirement plan discussion and project what the future may hold, particularly if current trends persist

 


Mike Smoots

Mike Smoots works at Qualified Plan Advisors as an attorney with a focus on ERISA services. Previously, Mike was a Vice President with a national recordkeeper. He negotiated agreements with asset managers, reviewing investments for their total cost and revenue sharing—maximizing these payments for retirement plan sponsors. He also reviewed hundreds of retirement plans, ranging in size from $10 million to $20 billion, relative to investment selection, plan design and revenue sharing, as a member of the finance team. Mike graduated from Kansas State University with a bachelor’s degree and earned his juris doctor from the University of Kansas.