SHRM Argues For
SHRM supports changes to the current federal
disclosure requirements for retirement and health
care plans that have been proposed by a U. S. Labor
Department advisory council. Simpler requirements
would help both employers and employees, two
SHRM representatives told the Advisory Council
on Employee Welfare and Pension Benefit Plans in
“SHRM is in complete agreement that the number of disclosures should be reduced, and the disclosures should be improved to be more useful to plan
participants and easier to administer by plan sponsors,” said Pat Castelli, SHRM-CP, chief financial
officer at Niles Bolton Associates, an Atlanta design
services firm with 150 employees.
She and Glenn Willocks, SHRM-SCP, vice president of HR at Trade Winds Island Resorts in St. Pete
Beach, Fla., spoke on behalf of SHRM’s 289,000
The existing requirements cause “more confusion than clarity for
employees and plan participants,” Willocks told
the advisory council.
SHRM believes that
employers need flexibility
in how and when disclosures are made so plan
sponsors can tailor communications to the needs
of their workplace, Willocks said.
The advisory council
Diversity & Inclusion Are Front
was created to propose
changes to the implemen-
tation of the Employee
Retirement Income Secu-
rity Act. It has suggested
a new, simplified “quick
reference guide” to help
plan participants understand the main provisions of
their employer-provided benefit plans among other
And Center in San Francisco
About 600 HR and diversity professionals and experts will gather at SHRM’s
2017 Diversity & Inclusion Conference & Exposition Oct. 23-25 in San
Many sessions will address hot topics in the news, including:
• Inclusion Refocused: Race Conversations and the Urgency of Now
• Diversity Under Fire: Guarding Your Company’s D&I Efforts Within Our
Evolving Political Climate
• Our Search for Belonging: How a Desire to Connect Is Tearing Our Culture
• The Forgotten “T” in LGBT Diversity: Best Practices for Creating a Trans-
• Beyond Tolerance: Engaging Diverse Worldviews in Your Organization
Learn how to incorporate diversity and inclusion (D&I)
into your organization’s corporate culture. Exchange ideas
and learn best practices that will drive innovation and your
organization’s bottom line.
Keynote speakers include:
• Bettina Deynes, SHRM-SCP, conference emcee and
SHRM vice president of human resources and diversity,
who will share her personal story.
• Lisa Ling, executive producer and host of “This Is Life
with Lisa Ling” on CNN, who will speak about her efforts
to change the way people think about each other.
• Tony Byers, former director of global diversity and
inclusion at Starbucks, who will offer advice on how to
leverage diversity and inclusion for business benefits.
• Shilpa Pherwani, CEO, and Sheree Galpert, senior
consultant, both with IBIS Consulting Group Inc., who will
lead an interactive session to help you diagnose challenging situations and intervene.
• Jeff Henderson, celebrity chef, author and host of the
“Flip My Food” television series, who will share inspiring,
street-smart recipes for success.
For more information, visit conferences.shrm.org/
Pat Castelli, SHRM-CP