HVBF Monthly Meeting - Human Resources Roundtable
Thursday, October 3, 2002, 8:30 AM - 9:30 AM

Host: 

Community College of Baltimore County

Attending:

Maria Cerar, Special For You
Siri Crowden, UBS PaineWeber
Mona Criswell, Play Centers
Robert Deane, Morgan Stanley
Patricia DeGraw, Home Instead Senior Care
Christine Eichler, PDP Group Inc
Jan Albert-Elliott, Community College of Baltimore County
Charles Feihe, PDP Group Inc
Patsy Griffin, Lucent Technologies
Pat Kilroy, Systems Alliance
Melissa Menkel, Whiteford, Taylor & Preston LLP
Julie Nolan, Advance Business Systems
Patricia Paul, NRT Mid-Atlantic
Mark Robertson, NuTec Design Associates
Rob Schwartz, Tessco Technologies
Erin Sudano, Play Centers
Steve Thaler, HRH
Shirley Tyler, Right Management Consultants
Lisa Waters, Lucent Technologies
Richard Webb, Atlantic Financial Federal Credit Union
Ann Wehrle, Lucent Technologies
Mary Atteberry-White, Eastern Savings Bank

Shirley Tyler opened the Roundtable with around-the-room introductions.

Our facilitator today was Alison Kline, Principal Financial Group and the subject was a 401 (k) retirement plan overview.

Alison discussed the popularity of 401 (k) plans and the requirements of fiduciary responsibility.

The benefits of safe harbor plans were discussed as well as the candidates for such plans.

Selecting a service provider is an important consideration. A provider should have the technical ability to provide your employees with state of the art support and follow up services to educate your employees and answer their questions in today’s investment environment.

In wrap-up, Alison discussed costs of administration.

For more information, contact Alison at 301-897-0180 x 212 or email at kline.Alison@principal.com