Please join us on May 23, 2023 from 10:00 a.m. - 3:00 p.m. for the 2023 Employer Plan Fiduciary Summit to learn, network with peers, and earn CE credit (SHRM, CPE, CLE will be applied for). This event will be held at West48 Conference Center, 1601 48th Street, #100, West Des Moines, Iowa.
Hosted by the Cindy Lande, Attorney, BrownWinick Law Firm; Eric Obergfell, Director of Plan Consulting, Midwest Region, Strategic Retirement Partners; and Dan Montgomery, Director of Business Development, Forge Financial & Management Consulting.
Topics to be covered during the event include:
- Fiduciary 101 - learn the basics of being a fiduciary and how to help manage responsibility and liability.
- Legislative/Regulatory Update - learn how recent and pending legislation may impact your plan and recent retirement plan litigation.
- Industry Trends - record keeping consolidation and challenges, advisor firm trends, audit firm trends, impact of market cycle changes.
- Audit: Best Practices - learn when your plan will require an annual audit, common operational errors, best practices for error prevention and how to correct errors when they occur.
- Plan Administration: Best Practices - meeting/documentation best practices, including delegation of authority, documentation, committees, etc.
- Employee Engagement (Education) - learn about what employees say they need from you as their employer and review effective ways to meet them where they are.
View the full agenda HERE.