SHRM Activities

List of SHRM recertification activities. 
28 Sep

NYS SHRM

NYS SHRM

Sunday, September 28, 2025 (12:00 AM) to Tuesday, September 30, 2025 (11:59 PM)
1 PDCs
Provider: Raymond James Financial
Course Name: Beyond the 401k Plan

Speaker: Kevin Mahoney
Program Type: Conference
Registration URL: http://www.raymondjames.com/corporateadvisorsgroup
NYS SHRM, Albany, New York
Email Details

• Discover how HSAs can be used as a powerful retirement savings tool, offering tax advantages and flexibility. Differentiate between HSA as a savings account and FSA as a spending account. • Consider the pros and cons of cash balance pension plans as a hyrid approach to enhance tax deferral. • Consider ways to enhance savings options within the 401(k) through the addition of the after-tax contribution and back-door Roth 401(k) Strategies. • Identify ways to enhance executive compensation through innovative deferred compensation and non-qualified plans. • Outline ways to help your employee improve their financial wellness by leveraging resources available through your 401k and other plans.

Details You're Registered!