The Milwaukee chapter invites you to “Congratulations, Your Health and Retirement Plans Have Been Selected for a DOL Audit!” on Wednesday, May 9, 2018, at the Milwaukee Center, and via webinar.
ERISA is one of the most cumbersome and complex laws employers must navigate, and no employer can afford to sail without a plan.
The risk of being selected by the DOL for an audit has never been higher. With an increased enforcement emphasis, a world of litigation, and healthcare reform (maybe?), the DOL’s activity is presenting employers with difficult compliance obligations.
Avoiding a DOL audit is the ultimate goal, but if selected, plans must be prepared in order to achieve the best outcome.
Learning objectives of this workshop will include:
Date: May 9, 2018 (Wednesday)
Time: 11:30 am - 12 noon - Registration and Lunch
(Lunch will be provided for those who attend in person)
12:00 - 1:15 pm - Presentation and Q&A
Location: Milwaukee Center. Galleria Conference Room,
111. E. Kilbourn Avenue. Milwaukee, WI 53202
Cost: FREE - Milwaukee and Chicago Chapter Members
(with advance registration)
$10 - Non-members
R.S.V.P.: Please RSVP by May 1, 2018
REGISTRATION: Please click here to register.
Indicate on the form if you will be attending in person or via webinar. Remote access will be provided for anyone who is unable to travel to the meeting. The webinar instructions will be sent separately to all who RSVP requesting remote access for the program. If you have not received webinar instructions by May 7th, please contact the chapter at email@example.com so the instructions can be resent.
CANCELLATIONS: A refund will not be given if your registration is cancelled less than 48 hours prior to the meeting.
QUESTIONS: Please email firstname.lastname@example.org.
Samuel Henson, CEBS
SVP, Director of Legislative and Regulatory Affairs
Lockton Retirement Services
In his daily role, Sam oversees ERISA compliance, DOL/IRS activities, and the legislative landscape for more than 50,000 Lockton clients and 6,000 associates.
Prior to joining Lockton, Sam spent almost 10 years with the U.S. Department of Labor’s Employee Benefits Security Administration, where he conducted more than 150 civil and criminal investigations of employee benefits plans, service providers, and fiduciaries.
Sam also supervised enforcement efforts for benefit plans funded by prevailing wage laws under the Service Contract Act and Davis-Bacon Act.
He is the 2011 recipient of the Secretary of Labor’s Exception Achievement Award. Sam is the 2017 ISCEBS Governing Council Secretary/Treasurer and serves on the Policy Board of the American Benefits Council, the Board of Directors of DCIIA, and is a member of the American Bar and ASPPA.
He has been a nationally featured speaker and author on numerous fiduciary topics. Sam earned his Juris Doctorate at the University of Missouri-Kansas City School of Law and holds CEBS – Fellow, RPA, GBA, and ASPPA - APM designations.