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2025 has already brought some significant retirement plan changes. This session will cover everything needed to stay current on retirement plan issues and administration, including IRS & DOL guidance. We’ll also discuss SECURE 2.0 implementation, and potential future issues that you won’t want to be blindsided by. This is your opportunity to ensure that your retirement plan is being operated consistently with fiduciary and compliance best practices.
Takeaways:
Speaker
Steven E. Grieb, CEBS
Senior Compliance Counsel Arthur J. Gallagher & Co. Steven E. Grieb is Senior Compliance Counsel at Arthur J. Gallagher & Co. He earned his law degree from the University of Iowa with highest distinction. He has also earned his Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans (IFEBP) and the Wharton School of Business at the University of Pennsylvania. Steven is a member of the International Society of Certified Employee Benefits Specialists (ISCEBS). He is a former president of the ISCEBS governing council. He won the 2014 First Chair Award for Top Corporate Counsel. He is currently a member of the Internal Revenue Service Advisory Council, and a contributing editor for Benefits Magazine. |
Date:
Tuesday, March 15, 2025 Schedule: 12:00-12:30 PM: In-person Registration/Lunch 12:30-1:30 PM: Presentation/Q&A Location: Medical College of Wisconsin Research Park Center, Conference Room 2 10000 W Innovation Dr Wauwatosa, WI 53226 RSVP: Please RSVP by Friday, March 14, 2025 Cost: Free - ISCEBS Chapter Members $20 - Non-ISCEBS Members Refund Policy: Please contact the chapter no later than one day before the event to receive a refund. Questions: Please email [email protected]. 
CEBS Compliance Credit This presentation qualifies for 1.0 CEBS Compliance credits. Visit www.cebs.org/compliance for more information. |