When

Tuesday, June 4, 2019
Registration begins at 7:30AM CDT
Presentation from 8:00AM to 10:30AM CDT
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Where

Sheraton Milwaukee Brookfield Hotel 
375 S Moorland Rd
Brookfield, WI 53005
 

 
Driving Directions 

Contact

Janelle Tilbian 
DeWitt LLP 
(262) 754-2841
jlt@dewittllp.com

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
Partner
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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