Seminar | The Fiduciary Game Has Changed

A workshop addressing the basics, the responsibilities and the risks

Contacts

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

Speakers:

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:

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