Meeting/Event Information

Optimizing Your Workplace Retirement Plan
Presented By: Errol Hau and Kim Huppertz

Errol Hau, AIF®, CTP/CCM
Principal | Financial Advisor 

Errol is an institutional retirement plan advisor based in Southfield, MI. 

He joined CAPTRUST in 2013 as a director and product specialist who now serves as a principal and financial advisor. He is responsible for providing retirement plan advisory services to corporate fiduciaries and universities. Prior to joining CAPTRUST, Errol served as vice president of strategic growth and development at Freedom One Financial Group and has worked in the industry since 1993. 

Errol holds the Accredited Investment Fiduciary (AIF) designation from the National Association of Plan Advisors (NAPA). He has also completed the Certified Cash Manager certification program and has been recognized each year as a NAPA Top DC Advisor Team and has been recognized as a Top Retirement Plan Advisor from Financial Times.

Kim Huppertz, QKA, CPFA®
Vice President | Financial Advisor

Kim is an institutional retirement plan advisor based in Clarkston, MI. 

She joined CAPTRUST in 2014 and currently serves as a vice president and financial advisor. She is responsible for providing investment and fiduciary advisory services to retirement plan sponsors. Kim provides a high level of service to plan sponsors through plan design consulting, fiduciary best practices, analyzing plan success, and presenting ways to improve participant and plan sponsor experiences. Before joining the firm, Kim was an account manager at Alerus Retirement Solutions and has worked in the industry since 2006.

Kim holds the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors (NAPA) and the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). She was also recognized as a Top Women of Excellence by NAPA in 2024 and 2025. 

Program Summary:

As employment professionals, we are involved with our company’s retirement plan in some form or fashion. For some, working with the company retirement plan is a necessary function of the job. For others, it’s an exciting opportunity to impact the financial wellbeing of our co-workers.

Studies show that employers benefit immensely from having financially healthy employees, from increased productivity and employee morale to decreased healthcare costs and employee absences. But how can the workplace retirement plan and financial wellness be optimized, and how is success defined? What are leading peers doing to engage their employees, and how can the obvious roadblocks to financial success be conquered? 

We’ll share statistics, case studies, engaging stories, best practices, and more during this interactive session.

Learning Outcomes:

1. Explore what it truly means for an employer to optimize their workplace retirement plan and identify the low and no-cost ways employers can enhance their retirement programs.
2. Explore how HR professionals and plan sponsors can measure the success of their workplace retirement programs.
3. Identify the key elements of employee engagement that lead to improved financial wellness outcomes.

Attend & Earn: 1.25 SHRM Credit / 1.25 HRCI Credit