As an HR leader you’re at the forefront of the evolving 401(k) landscape. 

In light of reforms to SECURE 2.0, auto-enrollment and auto-escalation, your involvement is vital to driving workforce participation, navigating compliance requirements, and crafting forward-thinking retirement solutions.

Join HRMorning and Ubiquity on May 15th for an in-depth discussion and explore:

• HR’s unique role in optimizing company retirement planning
• Auto-enrollment best practices to boost participation and minimize opt-outs
• New changes to auto-enrollment and auto-escalation, and how you can maximize them
• Strategies to help simplify management and administration
• And more!

Don’t miss this opportunity to gain fresh insights that will position your organization for long-term retirement success! 

Speaker Info 

Callie Adams Farnsworth QKA®, CAFCA

Sr. Director of Plan Compliance & Recordkeeping at UbiquityCallie, a seasoned compliance professional with an impressive 17-year tenure, holds a key position as the overseer of all compliance department operations.

Within her scope of responsibility, she efficiently manages a team of three fiduciary staff members specializing in 3(16) compliance. In addition, Callie diligently oversees internal audit operations to ensure strict adherence to governing regulations, meticulously scrutinizing legal documentation and disclosures. Her expertise and unwavering commitment make Callie an invaluable asset to the organization. A graduate of California State University – Fresno, Callie lives in the heart of central California.

Arienn Tvo QKA® CPTM
Head of Learning and Development at Ubiquity

Arienn brings 18 years of retirement industry experience, including 15 in plan administration, and plays a key role in advancing education across Ubiquity’s teams, partners, and clients.

She began her career in third-party administration and developed expertise in plan design, compliance, and guiding plans through complex audits. Since joining Ubiquity eight years ago, Arienn has become a leader in developing training and content that helps small business owners and their employees better understand their retirement plans.

Known for her practical approach and passion for financial wellness, Arienn is committed to making 401(k) education simple and actionable. She lives in the Bay Area and is an advocate for improving the retirement experience.

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