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FEI Milwaukee PD Session: Trends in 401(k) Plan Governance

Join FEI Milwaukee at the MillerCoors Pub on location at MillerCoors Brewery for a Professional Development Session on Trends in 401(k) Plan Governance, presented by Bruce Lanser, UBS, and Andrew Larson, Retirement Learning Center, LLC. The session will include:
 
  • Washington update and trends
  • Shift to plan governance and the nuances of the governance process
  • Documentation assessment: good first step in good governance
  • Legacy plan design strategies reconsidered
  • ERISA liability containment strategies
  • Retirement Income Security
This event qualifies for CPE credit.

Parking: Attendees can park in the Miller Coors lot located to the right of the MillerCoors front entrance on Highland. There is also street parking available on Highland. Enter MillerCoors through the front corporate entrance on Highland. Check in with the security desk and they will direct you to Fred's Pub.

Event Agenda
3:30 PM: PD Session - Trends in 401(k) Plan Governance
5:00 PM: Registration and Networking
5:30 PM: Dinner
6:15 to 7:00: Presentation by Greg Tierney, MillerCoors - Separate Registration Required


Speakers

Bruce Lanser

First Vice President – Wealth Management
UBS

Andrew Larson

Director of Retirement Education
Retirement Learning Center, LLC

Credits

1.50 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

none
Credits

1.50 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.