2019 Employee Benefits Forum- Columbus

When: April 18, 2019 8:00AM — April 18, 2019 11:00AM

Registration and breakfast begin at 7:30am. 

Where: The Boathouse at Confluence Park, 679 W. Spring Street, Columbus, OH 43215

CPE credits available: 3

HRCI credits available: 3 (Pending approval)

SHRM credits available: 3 (Pending approval)

Seminar Agenda
 
7:30 - 8:00 am
Registration and Breakfast
 
8:00 - 8:30 am
Employee Benefit Plan Accounting, Audit and Reporting Update
Presented by: Lara Fuller, Senior Manager
 
8:30 - 8:45 am
Regulatory Update
Presented by: Jason Lumpkin, Retirement Plan Services Shareholder
 
8:45 - 9:00 am
Cross Testing Strategies for 401(k) Plans
Presented by: Anthony Margiotta, Retirement Plan Solutions Senior Manager
 
9:00 -9:25 am
How to Satisfy Your Fiduciary Responsibilities Utilizing ERISA Safe Harbors along with implementation of a Sound Risk Management Process
Presented by: Kyle Zeller, Senior Investment Relationship Manager
 
9:25 -9:50 am
Behavioral Finance and Investor Considerations
Presented by: Dave Brinkman, Senior Investment Relationship Manager
 
9:50 - 10:40 am
Non-qualified Deferred Compensation Plans
Presented by: Shad Fagerland, Retirement Solutions Senior Manager
 
10:40 - 11:00 am
Q&A and Closing Comments
 
To register, please fill out the form below: 
 
 

Click link to add to Calendar: iCal | Google




* required