Adapting to the Current Labor Crisis Including 401(k) Benefits

This presentation titled “Adapting to the current labor crisis including 401(k) benefits” will be centered around the current labor force challenges, often referred to as The Great Resignation” in hopes of gaining a better understanding of what is driving this unionization of Americans. We will then review Chases’ small business owner survey findings and identify specific initiatives that those surveyed are looking to execute in 2022.

One of those initiatives is exploring the installation of a 401(k) to help attract and retain top talent. The 401(k) provides more benefits to the business and business owner than just retention of employees so we will explore those other popular benefits as well. We’ll wrap up our conversation on the trends we are seeing with the state and federal government mandates and the conversation continues to advance on helping Americans save for retirement through their employer-sponsored workplace retirement plan.

Key take-aways:

1. Providing a better understanding of the “Great Resignation” and highlighting recent changes in the labor force participation

2. Overview of 2022 Chase Business Leaders Survey findings, understanding the trends taking place with other small business owners and what their optimistic about

3. Review of popular 401(k) benefits

4. Federal/State workplace retirement mandates

Agenda:

• 12:30 pm – Lunch
• 1:00 pm – Event begins
• 2:00 pm – Q&A

ABOUT THE SPEAKER

Christian Henderson is a Retirement Specialist for J.P. Morgan Everyday 401(k) platform and is based in Columbus, Ohio. Everyday 401(k) is J.P. Morgan’s full-service 401(k) retirement plan solution designed for the small business in mind, with a focus on simplicity and low cost.  He works with Chase’s Business Bankers and their small business owner clients to help install a suitable workplace retirement plan.

Christian has been in the retirement plan industry for 22 years and has been with JP Morgan for 9 years serving in a number of roles most recently as an internal Client Advisor supporting the retirement plan advisor community and previous to that as Retirement Advisor helping 401(k) plan participants. 

Before he joined the firm in 2013, Christian worked as a Retirement Consultant at Nationwide and was responsible for participant portfolio administration for public programs including 457(b), 401(k), and 401(a) plans. He helped in all aspects of territory management growing the client base through inbound/outbound phone calls, marketing, relationship building, and increasing awareness of available product line-up.  Christian is an Eagle Scout and has a Bachelor of Science degree in Management and Leadership from Franklin University. He holds Series 7, 6 & 63, and 65  securities licenses in addition to having his and his CRPC and CRPS designation.

This event is open to EO Members, Accelerators, and Key Staff. Limited Capacity!