Portico Wealth’s Jonathan Leidy and Verisight’s Jeff Hockenbrock to Speak about 401(k) Opportunities and Pitfalls at California’s Marquee HR Conference, HR West 2014

Experts from both Portico Wealth Advisors LLC, a leading Bay Area retirement plan consultancy firm, and Verisight, Inc, one of the country’s preeminent retirement plan recordkeepers and administrators, have been tapped to speak at NCHRA’s HR West 2014 regarding 5 key trends facing North Bay retirement plan sponsors and HR personnel today.

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HR West 2014

With HR professionals stretched so thinly these days, it is more imperative than ever that they have trusted, “go-to” sources for information regarding retirement plans and that they can most effectively communicate key issues to their C-Suite teams.

Larkspur, CA (PRWEB) April 17, 2014

Jonathan Leidy, a principal with Portico Wealth Advisors, LLC and an expert in retirement plan investment-related services, will be presenting 5 Key Trends in ERISA Retirement Plans: What the C-Suite Needs to Know at the Northern California Human Resources Association’s (NCHRA’s) annual conference, HR West, on April 28th. HR West is a 2.5 day conference at the Oakland Convention Center that draws over 600 HR professionals from the San Francisco Bay Area and the rest of the country.

Mr. Leidy is a recognized expert in the retirement plan investment consultancy field, having founded and run the retirement plan services divisions for 2 local registered investment advisory firms during his 15-year financial services career.

He will be speaking on trends facing retirement plan sponsors and HR professionals across 5 key areas:

  •     Legal/Regulatory – Fee disclosure requirements and the results in the wake of 408(b)2 and 404(a)5
  •     Plan Design – The increased use of auto-features, auto-enrollment and escalation, in plans and what it means for sponsors/participants
  •     Participant Services – Engaging participants with age and interest-based communications to sub-groups of employees
  •     Technology – Retirement readiness calculators and their value as a participant tool
  •     Investments – The rise in the use of Target Date Funds and the potential attendant issues

“I am extremely pleased to be speaking about these important and dynamic topics to the esteemed group of human resources professionals attending HR West 2014. With HR professionals stretched so thinly these days, it is more imperative than ever that they have trusted, “go-to” sources for information regarding retirement plans and that they can most effectively communicate key issues surrounding ERISA plans to their C-suite teams,” says Leidy.

Joining Mr. Leidy will be Jeff Hockenbrock, Vice President at Verisight, Inc. Jeff has over a decade of experience in the financial services/retirement planning industry. He has worked with 401(k) and 403(b) sponsors of all sizes, assisting them with their ERISA compliance and fiduciary responsibilities.

“I am pleased to join Jonathan as a speaker at this year’s NCHRA conference and to share some of the knowledge I have accumulated over the years regarding the many opportunities and pitfalls facing retirement plan sponsors today,” says Hockenbrock.

The conference runs from Monday, April 28th-Wednesday, April 30th. Doors open at 12PM on the 28th; Registration is required.

To learn more about HR West 2014 or to register for this event please visit http://www.hrwest.org.

About Portico Wealth Advisors LLC
Larkspur, California-based Portico Wealth Advisors LLC is a Registered Investment Advisor and leading retirement plan consultant. Predominantly serving plans in the $1-50MM spectrum, Portico works with local and national companies to help them improve the cost, quality, and structure of their retirement plans. For more information, visit http://www.porticowealth.com or email info(at)porticowealth(dot)com.

About Verisight, Inc.
Founded in 1985, Verisight is a privately-held, national corporation headquartered in Walnut Creek, California. Today, the company is a recognized leader in the retirement plan and consultancy business with over 350 employees and 6,500 retirement plans, representing more than $30 billion in retirement plan assets. Verisight’s has fifteen offices across the country. For more information, visit http://www.verisightgroup.com.

About NCHRA & HR West 2014
With more than 3,300 members throughout California, and increasingly in other states, NCHRA is the nation’s largest regional human resources association, with 11 Bay Area counties representing its highest areas of concentration. In addition to its members, NCHRA serves more than 20,000 members of the HR community from Bakersfield to the Oregon border.

HR West® — The National Conference That’s Local — is the marquee human resources conference on the West Coast, attracting an average of 600 HR practitioners from the San Francisco Bay Area as well as the rest of the country. This 2.5 day conference will be held at the Oakland Convention Center on Monday, April 28th-Wednesday, April 30th. The average attendee at HR West® is an HR Manager or Director with 10+ years of experience at a company of 1,000 or more employees.

For more information visit http://www.hrwest.org or http://www.nchra.org.


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