Seminar | The Fiduciary Game Has Changed

A workshop addressing the basics, the responsibilities and the risks


Client Resource Manager, New Berlin Office
+1 262 439 2161

Event Information

Start TimeWednesday, May 15, 20192:00 PM CDTEnd TimeWednesday, May 15, 20194:00 PM CDT
Hosted by
New Berlin, Wisconsin

About this Seminar 

Who is a Fiduciary, and more importantly, what does it mean? If you have a retirement plan (401(k), 403(b), Profit Sharing), this workshop will help you understand the basics - and your responsibilities - pertaining to retirement plan governance.

Our great speakers will help you understand:

  • Definitions, roles & responsibilities of fiduciaries
  • Managing and navigating fiduciary duties
  • Burdens, potential pitfalls and consequences of breaching fiduciary responsibilities

Bonus content: Financial Wellbeing


Derrick Holmlund
Director of Financial Services, Marsh & McLennan Agency

Alex Moen
Retirement Plan Consultant, Marsh & McLennan Agency

Location & Time:

Marsh & McLennan Agency
1st Floor Training Room
2725 S. Moorland Road
New Berlin, WI 53151

Wednesday, May 15, 2019
Registration: 1:45 - 2:00PM
Seminar: 2:00 - 4:00PM
Social with complimentary cocktails and snacks: 4:00 - 5:00PM

WHO SHOULD ATTEND: Anyone involved with the administration of your organization's retirement plan including CEOs, CFOs, Finance and HR leadership. 

Contiuing Education:

This program has been approved for 2.0 recertification credit hours through the HR Certification Institue.
This program is vaild for 2.0 PDCs toward SHRM-CP and SHRM-SCP recertification.