Date:
Wednesday, January 11, 2023
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
12:00 PM
Welcome
12:00 - 1:00 PM
Virtual Presentation
Registration & Cancellation Policies:
Register and/or send cancellations by noon on Tuesday, 1/10/23 to:
CPE Credit:
This event is eligible for 1 CPE credit.
Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact
Michelle WeissFEI Eastern Wisconsin
920.750.9110
michelle@mwcommunications.org
Topic
Quick Fixes and Upgrades for your 401(k)/403(b) Retirement Plan
Summary
“If it ain’t broke……….” Sure, your retirement plan seems to be working just fine and you have much more pressing issues to attend to. But a few simple changes can have a meaningful impact on your participant outcomes and may just save you from an operational mistake that is a headache to correct.
Learning Objectives
This session will address some quick fixes you can make to lower plan costs, improve participant outcomes, and determine that your internal procedures and operations are being performed in compliance with ERISA and the plan’s governing documents. We would encourage you to invite other members within your organization who have authority over the day-to-day operations of your plan to participate in this learning opportunity.
Kevin Skow, CPC, QPA, QKA
Vice President - Retirement Plan Consultant | Regional Director
Francis Investment Counsel
Biography
Kevin serves as the Firm’s plan design, administration, and operational consultant. He co-leads Francis Investment Counsel’s Minnesota division located in the Twin Cities and has over 20 years of retirement plan recordkeeping and consulting experience. Prior to joining Francis, Kevin was a partner and senior consultant for a large international consulting, actuarial, and employee benefits firm. He has his B.A. in Communications from Marquette University and is a credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA). Outside of Francis, Kevin serves as president of the board of directors of Friends of FANA, MN, a nonprofit organization established to support the medical needs and placement needs of the children being cared for at the FANA orphanage in Bogotá, Colombia.
Joseph Topp, CPA
Principal | Vice President – Investment Counsulting Services
Francis Investment Counsel
Biography
Joe leads the Firm’s business development efforts. He has over 30 years of progressive financial management experience. Joe previously served as Chief Financial Officer of a Wisconsin printing operation which allows him to bring a valuable plan sponsor perspective to his business development efforts. A Certified Public Accountant since 1985, Joe is currently a member of the Wisconsin Institute of Certified Public Accountants and a contributing writer for the Wisconsin CPA monthly journal. He is an active member of Metro Milwaukee Society for Human Resource Management (MMSHRM) and served on the Board of Directors of Wisconsin Retirement Plan Professionals, Ltd. (WRPPL). Joe is a graduate of Marquette University with a Bachelor of Science degree in Accounting.
Financial 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 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.learningmarket.org.