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As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

Seminar: ND | The future of retirement plans: Navigating the headwinds and opportunities

With headwinds from the legislative, regulatory, and litigation fronts, coupled with the challenges of compliance, tight budgets, and limited internal resources, sponsoring a retirement plan can be a daunting task. However, there is immense potential for organizations to leverage a robust retirement plan to drive employee satisfaction, attract top talent, and enhance overall financial wellness.

Join us for an engaging event where our expert speakers will provide actionable insights and best practices to help you navigate the complexities of retirement plan management. Discover practical strategies to overcome compliance hurdles, optimize plan performance, and effectively allocate limited resources.


Location #1:

Mandan Event Venue

320 W. Main St.

Mandan, ND


Date: June 11, 2024

Time: Registration 3:30 pm CT, presentation at 3:45 pm CT

Duration: 90 minutes

Speakers: Jonathan Fredman, Principal Retirement Plan Consultant

Caitlin Lam, Senior Retirement Plan Consultant


Location #2:

Fargo Country Club

509 26th Ave. S.

Fargo, ND 58103


Date: June 12, 2024

Time: Registration & lunch 11:15 am CT, presentation at 11:45 am CT

Duration: 105 minutes

Speakers: Jonathan Fredman, Principal Retirement Plan Consultant

Caitlin Lam, Senior Retirement Plan Consultant

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Date:  January 25, 2022
































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































Time:  10 pm, CT
































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































Duration: 50 minutes




First Name, title, certifications, Company Name


First Name, title, certifications, Company Name


HR Certification Institute’s® ( official seal confirms that Marsh McLennan Agency meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®

This program has been approved for 1 (HR (General)) recertification credit hour toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through the HR Certification Institute.

Marsh McLennan Agency is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP®or SHRM-SCP®.

This program is valid for 1 PDCs for the SHRM-CP®or SHRM-SCP®. For more information about certification or recertification, please visit

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