May 2025 Chapter Meeting - Is Your 401(k) Broken? Understanding Challenges and Solutions (sponsored by Marsh McLennan Agency)

"Is Your 401(k) Broken? Understanding Challenges and Solutions"​

Is your 401(k) working for you—or holding you back? Join Jonathan Fredman, nationally recognized Retirement Plan Consultant at Marsh McLennan Agency, for a high-impact session that dives into what’s really going on with today’s retirement plans. From low participation rates to shifting regulations, Jonathan will break down the biggest challenges facing employers and employees alike.

You'll walk away with clear, actionable strategies to improve plan performance, boost employee engagement, and ensure your 401(k) is aligned with your organization’s goals. Whether you're looking to fix what’s broken or take your retirement plan to the next level, this session will give you the tools to lead with confidence and clarity.

Learning objectives and goals 

• Evaluate the Health of Their Organization’s 401(k) Plan
• Strengthen Fiduciary Oversight and Compliance
• Enhance Employee Engagement and Education
• Benchmark Against Industry Standards
• Identify Cost-Effective Plan Improvements
• Develop a Strategic Retirement Readiness Roadmap

Information about the speaker 

Jonathan Fredman, AIF®, CRPS®, CPFA, serves as a Retirement Plan Consultant at Marsh McLennan Agency (MMA), bringing over 16 years of experience in the financial services industry. He specializes in advising clients on retirement plan design, fiduciary responsibilities, and participant education.

Jonathan holds the Accredited Investment Fiduciary (AIF®), Chartered Retirement Plans Specialist (CRPS®), and Certified Plan Fiduciary Advisor (CPFA) designations. His dedication to excellence was recognized when he was named one of the Top 100 Retirement Plan Advisors Under 40 by the National Association of Plan Advisors (NAPA) in 2025. Jonathan is committed to enhancing financial well-being and has been instrumental in guiding organizations through the complexities of retirement planning.

Monthly chapter meetings and HR educational presentations are free for members and $30 for non-members.

This event is approved for one (1) continuing educational credit from SHRM and HRCI.

SESHRM is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities. This program is valid for one (1) PDC toward SHRM-CP® or SHRM-SCP® recertification.	This program has been pre-approved for one (1) hour of HR General credit toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).