Tuesday, June 4, 2019
Registration begins at 7:30AM CDT
Presentation from 8:00AM to 10:30AM CDT
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Sheraton Milwaukee Brookfield Hotel 
375 S Moorland Rd
Brookfield, WI 53005

Driving Directions 


Janelle Tilbian 
DeWitt LLP 
(262) 754-2841

Join our colleagues from DeWitt LLP and Francis Investment Counsel as they discuss how plan sponsors can address rising concerns regarding cyber security while also refining their overall retirement plan oversight process.

Continental breakfast and registration will begin at 7:30AM, followed by the presentation from 8:00AM to 10:30AM.

There is no charge to attend this presentation.

Featured Speakers:


Brian L. Anderson

Brian L. Anderson, JD, LLM, CPA, CEBS
DeWitt LLP



Michael J. Francis

Michael J. Francis, JD
President, Chief Investment Officer
Francis Investment Counsel


Presentation Topics:



What to Do About the Rising Threat of Cyber Crime

With massive data breaches occurring regularly and nearly $30 trillion in U.S. retirement assets, it is no wonder cyber-crime within corporate sponsored retirement plans is rapidly rising. Hear what other plan sponsors are doing to defend against cyber security threats and understand:

  • What language and loopholes to identify in vendor service agreements

  • Latest recordkeeping technology available to combat cyber threats

  • Plan design and control measures to improve protections 




Protecting Your Plan Through Prudent Oversight
The best defense against any threat to plan sponsors is a prudent plan oversight process. Review best practices for plan oversight and walk away with strategies for:

  • Protecting shareholders and plan fiduciaries through a well-structured committee charter and investment policy statement

  • Effective process for selecting, monitoring, and terminating investment managers

  • Evaluating, containing, and allocating plan cost 

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