The 401(k) as a Lifetime Financial Instrument

SHRM 2013 Annual Conference
Workplace Application: The session shows how modest plan design changes and a marketing focus shift will improve the plan and financial preparation for all life stages.
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Many feel the 401(k) is an ineffective retirement plan and argue that vehicles that require the discipline to invest diligently over an entire working career are ill suited for most Americans. Rather than throw in the towel, it is time to shift the paradigm with a refreshed marketing focus, and plan design review that moves away from typical retirement centered education. You will learn about effective plan changes to illustrate the 401(k) as an effective lifetime financial planning tool as well as the marketing techniques to increase employee awareness and participation in the 401(k).

Date(s) & Time(s): 
Tuesday, June 18, 2013 - 7:00am to 8:15am
Presenter: 

Jack Towarnicky

Jack
Towarnicky

Jack has 34 years of experience in a broad range of employee benefit matters including welfare benefit plans, qualified and non-qualified retirement plans and other employer-provided fringe benefits.  Prior to joining Willis, Jack held human resources/benefits leadership positions at four different Fortune 500 companies.  

Jack received his LLM – Employee Benefits from John Marshall Law School, his JD from South Texas College of Law, and his MBA and BBA- Business Economics from Cleveland State.  

In 2012, Jack completed his three year appointment to serve on the Department of Labor, Employee Benefits Security Administration’s Advisory Council.  He continues to serve on the World at Work Benefits Advisory Board, and he previously served in board positions for the Council on Employee Benefits, the American Benefits Council and the International Foundation of Employee Benefit Plans Corporate Board.  

Location: 
S402
Amount of Credit: 
1.25
Credit Type: 
HR Credit
Session Type: 
Concurrent Session
Competency: 
Consultation
Intended Audience: 
Senior-Level
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