How to Ensure your Organization’s Retirement Plan Stands Out in an Age of Competitive Talent Acquisition and Retention
June 14, 2023 1 p.m. - 2 p.m.
Competition is fierce for attracting and retaining talent. A comprehensive company-sponsored retirement plan can help your organization win the battle.

  • 65% of employees rank “a high-quality 401(k) or other retirement plan” as the top financial benefit
  • 93% of employees view retirement planning assistance as a top priority when selecting where to work

On the contrary:

  • 27% of employers consider attracting and retaining employees a top priority of their retirement plan
  • 76% of employers cite offering retirement planning assistance from professionals as a top priority for retaining key employees
With this special presentation hosted by CFHS and DB Root & Co., we'll explore how advisors, recordkeepers, and third-party administrators can make plan management easier and discuss:
  1. Why retirement plans should be top of mind for employers when evaluating their holistic financial benefits packages
  2. How to optimally structure plan design to maximize employees’ financial well-being and improve hiring and retention
  3. How to communicate the benefits of the plan to current and prospective employees
Meet the Speakers!
David Root, Jr.
CFP®, Founder & CEO
Jeremy Suschak
CFP®, Head of Business Development

Steven Kaczynski, Jr.
CFA®, AIFA®, CPFA®, MST, MBA, Managing Director, DBR Fiduciary Plan Solutions

Loraine Montanye
CFP®, AIF®, Senior Retirement Plan Advisor

This event is open to the members and non-members.
June 14, 2023 · 1 p.m. - 2 p.m.
Interested in becoming a member or partner of Center for Healthcare Solutions? Contact Chad Hilliard at chad.hilliard@center4hcs.org
For more information, contact
Chad Hilliard, vice president,
corporate development, at chad.hilliard@center4hcs.org.