U.S. Full-Day Retirement Session
Sample Sessions
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 &
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!