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    October Dinner Meeting - Maximizing Your 401(k) Plan Benefits

    Date: October 13, 2014, 6:00pm – 8:00pm
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    HRMA Dinner Meeting


     Maximizing Your 401(k) Plan Benefits


    Presented by

     Tom Sokira, Anthem Financial Services LLC


    October 13, 2014

    Princeton Hyatt Regency

    5:30pm to 8:00pm



     **The meeting is approved for 1 general recertification credit hour**

    by the HR Certification Institute**

    For registration please go to


    REGISTER & PAY:   Online registration opens up approximately two weeks prior to the event and closes the Thursday before the meeting at midnight.  Walk-ins are always welcome after that time!

    For registration please go to the appropriate registration link on the left hand side of this page.


    It's time to maximize your 401(k) Savings Plan!

    During this interactive presentation, we'll explore the savings and spending patterns of individuals across the USA, show how the "Great Recession" impacted personal savings rates, discuss today's retirement income sources, and share best practices for maximizing your 401(k) plan for your employees!

    With the increasing complexity of managing retirement plan benefits, human resource professionals are faced with challenges to provide their employees with enough information to make informed choices. This educational seminar is designed to provide human resource professionals with retirement industry trends regarding plan sponsor and participant activity for 401(k) plans, as well as insights and perspectives for managing their 401(k) benefit.

    Come and get practical tips to maximizing your fiduciary protection as a sponsor of a retirement plan; and learn about investment monitoring procedures and about benchmarking your retirement plan provider.

    Our speaker:

    Tom Sokira is a Managing Partner at Anthem Financial Services. He and his partners focus on servicing retirement plans to help maximize the 401(k) benefit provided to their employees.

    Prior to becoming a partner at Anthem Financial Services, Tom was Vice President at ADP Retirement Services where he led the Investment Services Committee. Tom was responsible for monitoring over $15 billion of 401(k) plan assets representing over 15,000 retirement plans.

    Prior to joining ADP, Mr. Sokira was Vice President at Morgan Stanley.  He headed up all investment initiatives for their retirement plan business.

    Tom lives in Basking Ridge. He’s an active member of the Men of Charity organization, coaches’ baseball & leads the cub scouts in his home town.


    Contact info:

    Our In-Transition Group:

    Our in-transition group, open to all, meets at 4:30. The group provides professionals in transition with networking opportunities and support as they seek employment opportunities within their profession.

    Our Menu:

    Tossed Field Greens with Red and Yellow Peppers and Candied Walnuts, Served with Cabernet Sauvignon Dressing

                  ~Salmon with a Green Onion and Parsley Infusion                      

                  ~Herb Crusted Breast of Chicken

    ~Vegetarian Option:  Crispy Zucchini - Potato Cakes with White Bean Puree and Sherry Vinegar Macerated Apples

    Served with Chef’s Selection of Seasonal Vegetable and Starch

    Rolls and Butter

                  Pumpkin Pie Parfaits