Meeting/Event Information

Taking the Witness Stand or Taking a Stand for Your Participants

April 16, 2020
11:30 AM - 1:30 PM
 Add to Calendar

Wells Fargo Building - Assemble Conference Room
1700 Lincoln Street, LOWER LEVEL 2
Denver, CO 80203
 Directions

Please join the Mile High Chapter Education Committee at our monthly luncheon on April 16, 2020 as Matthew Eickman, J.D., AIF will present on "Taking the Witness Stand or Taking a Stand for Your Participants."  This presentation helps 401(k) plan fiduciaries to understand proactive solutions that benefit participants and, as a result, provide fiduciary protections.  As a 401(k) plan sponsor, your firm can attack risk in various ways. This presentation will explore the benefits to managing risk through a proactive, forward-looking mindset that puts your participants at the forefront of the decision-making process. By doing so, you can not only best serve their interests, but best protect your fiduciaries.

Session Objectives: After completing this session, participants should be able to: (1) Understand fiduciary risks; (2) Identify emerging solutions for mitigating risk; and (3) Improve strategies for communicating with employees.

Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA) and and Managing Director, Omaha Market. He is also a member of the firm's Investment Advisory Committee, holds his FIRA series 7 and 66 registrations, and is an Accredited Investment Fiduciary (AIF®).  Matthew has more than 16 years of private legal practice focusing exclusively on employee benefits and has represented clients in front of the DOL, IRS and PBGC. He is an active member of the Employee Benefits Committee of the American Bar Association Tax Section and currently serves as co-chair of the Defined Contribution Plans Subcommittee. He is a frequent speaker on regulatory developments, fiduciary responsibilities, and retirement readiness.
Matthew works with QPA investment advisors across the country to ensure that they are providing not only high-level fiduciary investment consulting services, but also innovative, practical solutions that drive real results for participants. In working directly with plan trustees and committees, Matthew's greatest joy is the ability to conduct trustee meetings that focus on participants, including summaries of QPA's financial wellness education efforts. Further, his practical approach to fiduciary responsibilities is on display through his monthly QPA Advocate Newsletter articles, frequent educational webinars, and the annual Qualified Plan Fiduciary Summit.  Matthew graduated from the University of Nebraska-Lincoln (B.S.B.A., highest distinction) and Baylor Law School (J.D., magna cum laude), where he served as Editor-in-Chief of the Baylor Law Review and competed on the National Moot Court and Mock Trial teams.

Please join us at the Wells Fargo Center, Assemble Conference Room, Lower Level 2, 1700 Lincoln St, Denver, CO.  The Board has agreed to continue with valet parking for those members outside of downtown Denver.  Please indicate in your registration if you will be using that service.

 

 

This session has been submitted to HR Certification Institute for review.

Our monthly educational sessions would not be possible without the generous support of our Business Partners.

Official Luncheon Sponsor:

 

Mt. Elbert Sponsors:

   

Mile High Sponsors: