Future Proof your Workforce - 401(k) Insights for HR Leaders

Future-Proof Your Workforce: 401(k) Insights for HR Leaders

In today’s competitive workplace, supporting employees’ financial wellness is more than a benefit—it’s a strategic advantage. This session equips HR professionals with the knowledge and tools to guide employees through 401(k) plans, maximize participation, and leverage retirement benefits to drive engagement and retention. Learn how to translate complex retirement concepts into actionable guidance, communicate effectively about investment options, and help your workforce plan confidently for the future. Empower your employees and strengthen your organization by making retirement readiness a key part of your HR strategy.

Jessica Ross is the Director of Wealth Management Business Development. She has been in banking since 2010 and joined Security National Bank in 2021. Jessica received her Bachelor’s degree from Wichita State University and her MBA from Baker University. She specializes in identifying opportunities and solutions for individuals and businesses, helping align planning strategies with their goals.

Kasey Sandman is an Officer and Director of Retirement Plan Services, and has been with Security National Bank since 2015. She manages retirement plans and specializes in financial planning. Kasey is a Qualified 401(k) Administrator (QKA®) and has a Bachelor's degree from University of South Dakota.