Topics on Tap: Financial Wellness- What's All the Buzz About?


Event Information

Date/TimeWednesday, July 11, 20183:30 PM CDTWednesday, July 11, 20186:00 PM CDT

About This Seminar

It’s a 401(k) happy hour! We tackle today’s latest trends and challenges with Retirement plans in a happy hour setting.

Want to learn about what’s HOT in the retirement plan world?!  Fidelity’s Kevin Tavares will walk you through the latest Fidelity Plan Sponsor Insights survey.  Learn what keeps your fellow plan sponsors awake at night when it comes to their company’s Retirement plan. 

Financial Wellness is a consistent headline these days, but how does a company effectively implement a program?  What hurdles and pitfalls should you, as a plan sponsor, be aware of and what are the best resources to keep you moving in the right direction and deliver the best solution for your employees?  Marsh & McLennan Agency’s Jonathan Fredman will provide you with some great tips!


Taproom opens: 3:30 PM
Keynote: 4:00-5:30 PM - Q & A with Speakers following
Networking until taproom close: 6:00 PM


Kevin Tavares, CIMA®,
Vice President at Fidelity Institutional Asset Management

Jonathan Fredman, CRPS®,
Sr. Retirement Plan Consultant at Marsh & McLennan Agency, Minneapolis  


Main + Abbey at the Hard Rock Hotel
111 3rd Street, Sioux City, IA 51101
(Use the North Parking Lot for easiest access)

Continuing Education


HRCI Credits
This program has been approved for 1.5 recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HRCI homepage at

SHRM logo

SHRM Credits
This program is valid for 1.5 PDCs toward SHRM-CP and SHRM-SCP recertification.