Legal Issues: Legal Series

Breakfast meetings are held throughout our program year on topics of employment law and employee relations. The intimate meetings provide the opportunity go in detail on specific laws and legislative changes to help your company stay compliant. We also cover various employee relations pieces such as conducting investigations, procedures and policies and disciplinary issues.

We held 3rd Annual Retirement Plan Symposium on Friday, May 31st (2013). 
Link below to presentations given that day:


Plan Audits:  Protecting Your Plan from the "Bad Guys" and Working with the "Good Guys" (Harrison, VanArnhem, Terens, Apathy from Corrigan Krause)

Retirement Plan Fees (Victory Capital Management)

Fifty Shades of Gray - Hot Issues for Retirement Plan Sponsors (Dale Vlasek, McDonald Hopkins)

Plan Health 2.0 - Delivering More with Defined Contribution Plans (Mass Mutual Financial Group)

Target-Date Tool Set/User Guide (Allianz Global Investors

Retirement Plan Health Gap Analysis:  Retirement Readiness (Don Hess, JP Morgan Retirement Plan Services)

Sweating the Small Stuff in 401(k) Retirement Plans


We held a 2nd Annual Retirement Plan Symposium on Thursday, May 24th (2012).  Links below to presentations given that day:

2012 Guide to Retirement

Knowing Your Fiduciary Rights

Guide to the Markets

John Wirtshafter - Things that Go Bump in the Night

401K Fee Disclosure

Overview of the New ERISA Fiduciary Governance Landscape with Best Practices