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Event Details

    Is Your 401(k) Working? - 5 Strategies to Meet the Needs of Your Participants

    Date: April 12, 2017, 8:00am – 9:00am
    Fran Baze, VP Professional Development
    Rockford Mass Transit District East Side Transfer Center.
    725 N. Lyford Road
    Rockford, IL 61107
    No Cost for Rockford Area SHRM Members/$50.00 for Non-Members
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    • 7:30am-8:00am - Registration and Continental Breakfast
    • 8:00am-9:00am - Presentation (details below)

    Is Your 401(k) Working? - 5 Strategies to Meet the Needs of Your Participants

    The statistics are grim. Most people are unable to retire and their 401(k) plan has failed them. Studies show that improving the retirement outcomes through the company 401(k) plan can reduce costs at a company over the long run. How do you help your employees and does it make sense for the company to invest more into the 401(k) plan to do it? Seminars and more education have typically been the answer but have barely moved the needle in improved participant outcomes. Join us as we discuss 5 strategies that can help you, the plan sponsor, best help your employees plan for retirement.

    About the speaker

    Sam Valeo has 24 years of experience in the industry, specializing in the areas of employee benefits and qualified retirement plans. He is the Corporate Retirement Director in the Morgan Stanley Oak Brook, IL office. Sam provides plan sponsors and institutions with fiduciary oversight, asset allocation guidance and manager analysis.

    * Certified Investment Management Analyst. (CIMA) Wharton School of Business
    * Certified Financial Planner (CFP)
    * Chartered Retirement Plan Specialist (CRPS)
    * Bachelor of Science in Finance Eastern Illinois University.

    Approvals for Continuing Education Credits from HRCI and SHRM are pending.

    To register please send an email to