Skip Navigation Linksfull-day-retirement-us-sessions Full-Day Retirement Sessions - US


Benefits Basics


U.S. Full​​​-Day Retirement Session

Sample Sessions

401k/403b Retirement Boot Camp

Northern California Chapter Presentation
August 16, 2017

ERISA & Plan Design Basics

Presented by: Leonard Roberts, Nicholas Pension Consultants

Audits and Top Mistakes

Presented by: Crystal Ekanyake, CEBS, Audit Partner, Clifton Larson Allen

Today's Newest 401k Features & Services

Presented by: Octavio Cheung, Empower

DC Investment Perspectives:
Simplify Fund Menus to Help Meet Participant Objectives

Presenter: Toni Brown, CFA, Senior VP, American Funds

The New Fiduciary Fule and Related Plan Fees

Presenter: Rick Ferguson, CEBS, Client Executive, Marsh &

Fundamentals of Employer-Sponsored Retirement Plans – 201

August 24, 2017

DOL Fiduciary Rule

Presented by: Greg Ash, Partner, Spencer Fane

What to Expect from a DOL Plan Investigation

Presented by: Fran Gray, Lead Benefits Advisor, U.S. Department of Labor - EBSA

Target Date Funds - Part l

Target Date Funds - Part II

Presented by: Brandon Hansen, Regional Vice President American

2017 Employee Benefits Seminar

Twin Cities Chapter Presentation
May 18, 2017

This seminar is the Twin Cities Chapter's perennial event for gaining integral knowledge in the field of employee benefits. Their knowledgeable speakers provided interactive sessions on a variey of subjects that were informative and topical. (Click here to view the full brochure.) The seminar consisted of two tracks: Fundamentals of Employee Benefits and Contemporary Issues in Employee Benefits. Some of the sessions included:

  • How to Speak Retirement Plans 

  • Recent Developments in Retirement Plans

  • Retirement Plan Compliance Check-up

  • Retirement, Ready or Not?

And More!