The Milwaukee Chapter of the ISCEBS is following the CDC recommendations and suspending in-person educational programs until further notice. Our commitment to our members to provide quality educational programming has not changed, and we will continue deliver relevant and timely programs virtually until this crisis is over. Please join us for our first webinar-only program!
The shared effort to touch on all required plan steps on an annual basis requires a clear understanding by those involved for their personal responsibility and liability. The coordination of plan administrators, HR staff and investment professional supporting and monitoring the plan is becoming increasingly important. Learn about these best practices that plan fiduciaries must adopt when managing ERISA Plans, documentation policies and Investment Committees.
In the last decade there has been an explosion in actions by participants asserting breach of fiduciary duty by an ERISA plan fiduciary. A plan fiduciary found guilty of a breach of an ERISA fiduciary duty may be personally liable for both civil and criminal penalties. Given these high stakes, join us to better understand the fiduciary duties and how best to fulfill them, by addressing ERISA fiduciary issues, and adopting strategies to manage the risk of ERISA fiduciary liability.
Mike Poludniak, CRPC®, C(k)P®, CPFA
Financial advisor | Vice President | Retirement | Benefits Consultant
Holding the Certified 401k Professional C(k)P® designation he delivers a comprehensive plan governance service model to retirement plans by guiding clients in establishing and maintaining efficient and compliant retirement plans including: providing education, compliance management, investment monitoring and creation of custom plan strategies for executives and business owners. As a Retirement Benefits Consultant he delivers the firms Fiduciary Advisory Services to for-profit and not-for-profit organizations.
Von Briesen & Roper S.C.
Dan Simandl is a member of the Compensation and Benefits/ERISA and Labor & Employment Sections. He assists employers in creating a workplace that optimizes operations and benefits its workforce by taking a proactive approach to policy development and implementation to ensure employers are covered and employees are never taken by surprise. Dan also assists clients on labor and employment matters with regard to the Occupational Safety and Health Act, the Americans with Disabilities Act, the Affordable Care Act, the Employee Retirement Income Securities Act, and the Family and Medical Leave Act. Dan’s practice also includes experience handling Health Insurance Portability and Accountability Act Privacy and Security Rules issues and keeping employers up to speed on HIPAA updates.
April 15, 2020 (Wednesday)
12:00 – 1:15 pm - Presentation and Q&A
FREE - Chapter Members (with advance registration)
$10 - Non-members
Please RSVP by April 10, 2020
Click here to register and pay via Paypal. Webinar instructions will be sent to all who register. If you have not received webinar instructions by April 13, please contact the chapter at firstname.lastname@example.org so the instructions can be resent.
Please email email@example.com.
This program qualifies for 1.5 CEBS CPE credit.