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Protect Yourself, Protect Your Plan! Retirement Plan Oversight & Best Practices

Event Start Date: 7/15/2020 8:00 AM

Event End Date: 7/15/2020 10:00 AM

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Cost per place: $45.00

Protect Yourself, Protect Your Plan!  Retirement Plan Oversight & Best Practices

Tami Wihlen, Excel Securities & Joshua Beisker, Underberg & Kessler

Wednesday, July 15th


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.

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