The 2019 Retirement Plan Symposium

Employee Benefit Plan Seminar

Thursday, June 13th, 2019

Part 1

Part 2

Request the password for the recording to this half day presentation here.

What you Need to Know About Benefits, ERISA, People and Data Management

Retirement plans are a valuable tool for rewarding and attracting talent. It is important to make sure you’re up-to-date on the latest trends and regulations that may impact plan sponsors. From the latest ERISA news, to trends in benefit plan management, you won’t want to miss the premier people and data management symposium of the year!

Join us for a fast-paced morning covering a wide variety of topics for finance, benefit  and human resource executives, plan managers, plan administrators, business owners and fiduciary leaders. This event is presented free of charge by Barnes Dennig and The Rinehart Sussli Financial Group.

2019 Retirement Plan Symposium Agenda:

Keynote: The State of Cybersecurity in 2019
Dennis Lamm, CISSP, CISA, Senior Vice President of Customer Protection for Fidelity Investments

The Tangled Web of Workers’ Compensation, Unemployment and the Family Medical Leave Act
Katie Jones, Business Development Manager, Matrix Companies

Winning the War for Talent: How HR Leaders and C-Suite Execs Should Measure Recruiting and Retention Efforts to Impact the Bottom Line
Catherine Dunwoodie, Leader, Client Success, Paycor

Expert Panel Discussion: Your Questions Answered on Benefit Plan Management
Moderated by Ken Rinehart, UBS

Evolving with ERISA: Stay Up-to-date with Hot Topics and Changes
Brad Campbell, Partner and ERISA Attorney (formerly Assistant Secretary of Labor for Employee Benefits, Head of Employee Benefits Security Administration), Drinker Biddle & Reath LLP

About the Keynote:Dennis Lamm heads customer protection for Fidelity Investment’s Workplace Investing and Healthcare businesses. Dennis’s responsibilities include cybersecurity, customer protection, and coordinating with Fidelity clients, regulators, and external auditors on risk and security. Dennis is a founding member of the SPARK Data Security Oversight Board and co-chairs the FS-ISAC Broker Dealer Council. Dennis has been with Fidelity Investments for 13 years. Prior to joining Fidelity, Dennis led the Information Assurance Center of Excellence at BAE Systems and served as a security consultant for the US Navy Pacific Fleet.