Protect Yourself, Protect Your Plan! Retirement Plan Oversight & Best Practices
Tami Wihlen, Excel Securities & Joshua Beisker, Underberg & Kessler
Wednesday, July 15th
7:30am-10:00am
Landsman Development Corporation
3 Townline Circle
Rochester, NY 14623
HR Professionals are
overloaded with responsibilities, deadlines, mandates, software, training etc.
Join us for an
informational and interactive discussion about retirement plan compliance BEST
PRACTICES.
We will...
1. Present ideas about how
to streamline your 401-k compliance demands by utilizing templates, leveraging
technology, and knowing what auditors focus on.
2. Present ideas how to
engage and inform other Company Executives/Owners about important aspects of
the company’s plan.
3. Share what the repercussions
can be if you do not protect yourself and your plan.
By the end of this session, participants will:
·Identify the top 5 retirement plan auditing priorities/mistakes.
Understand what tools are available to help ease plan compliance.
Have a better understanding what your 401-k Service Providers should be doing for you.
Understand the financial implications of not protecting yourself or plan.
About our Speakers:
Tami Wihlen: Tami is a Retirement
Plan Specialist and a Financial Advisor to both corporate and individual
clients. Tami
co-founded Excel’s Qualified Retirement Plan Division and created a unique
compliance documentation system used in Internal Revenue Service (IRS) and
Employee Retirement Investment Saving Act (ERISA) audits. As a Retirement
Plan Specialist, she educates plan sponsors and participants regarding their
rights and responsibilities.
Tami
brings a disciplined and balanced approach to her clients’ planning objectives,
offering every client a high level of expertise, responsiveness, and
service. Tami
is a graduate of the University of Maryland with a Bachelor of Arts Degree in
Economics.
Tami
is active in various community charities and has founded her own charity with
her two daughters. She has served on the Board for the National
Association of Women Business Owners, Small Business Council, and was a member
of Young Presidents Organization (YPO).
Tami
has spoken at The Spark Institute’s Executive Summit and has been cited in
Money Management Executive Magazine.
Joshua Beisker: Josh helps clients make
decisions that have a lasting impact on their families and businesses. A
seasoned attorney and chair of the Estates & Trusts Practice Group, he is
both a counselor and a protector of his clients’ assets. He advises them on
estate and income tax planning; the preparation of wills and trusts; durable
powers of attorney; health care proxies, and fiduciary administration. He also
provides counsel to businesses on tax and succession planning, general
corporate governance, and achieving tax efficiencies.
Whether he is drafting a will or creating a corporate succession
strategy, Josh believes that each client deserves the best representation.
Establishing a legacy for future generations is both a privilege and a responsibility,
one that requires sensitivity and trust. His motto? Go to sleep every night
knowing that you did the best you could today. His dedication, superior
understanding of the law, and genuine concern for clients makes him a trusted
advisor now, and for years to come.
Josh is a frequent lecturer at numerous organizations including
the National Business Institute, universities and other educational
institutions, adult education programs, financial planning organizations,
alumni groups, and community organizations.
This program has been pre-approved for 2.0 Professional Development Credits (PDCs) by the Society for Human Resource Management and 2.0 HR General credits by the HR Certification Institute.