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Event Details

    Retirement Plan Fiduciary? I’m an HR professional! (HRLA)

    Date: January 20, 2022, 12:00pm – 1:30pm
    Free for HRLA Member / $35 Guest/$20 Other CT SHRM Members/ $10.00 for Student/In transition member
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    401k/403b  Plan Fiduciary Discussion and Review of latest Trends for the HR Professional

    Many HR professionals enter the field with the prospect of putting their natural interpersonal skills, knack for organization, and desire to be a part of big things to work. Most are faced with being part of a Retirement Plan Committee, without much training or even knowing the responsibilities required of them as a plan fiduciary.  The last 2-3 years have seen a significant increase in Lawsuits in the 401k/403b world.  Taking proactive forward-thinking “ Fiduciary Based “steps/processes is key for plan sponsors.  Our speakers will highlight some Best Practices that sponsors should strongly consider.  Join Pamela Minish, CFA, CAIA, and Stuart Herskowitz, AIF, of Hooker & Holcombe’s Investment Advisory Group as they provide an overview of Fiduciary Basics, including:

    • Fiduciary Standards and Governance Best Practices
    • Trends in 401(k)/403(b)  benchmarking and plan design
    • Recent Lawsuit Activity in the Defined Contribution markets
    • Understanding Mutual fund share classes

    Stu’s bio:  StuartHerskowitz (
    Pam’s bio: PamelaMinish (

    Pending: 1 HRCI/SHRM credit approved.