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Retirement Plan Fiduciary Education 4/9/24, 12pm CST - Approved for SHRM CE and CPE
Join us for our quarterly retirement plan fiduciary webinar presented by Philip C. McKnight, Chair of Stinson LLP’s Employee Benefits and Executive Compensation Group.…
Eric Bokesch
Eric_Bokesch.1
7 mths ago
5
Training & Development
Re: Principal vs. Fidelity
Not sure I can help you make your decision but happy to help you weigh your options. I have clients utilizing both. eric.bokesch@marinerwealthadvisors.com
Eric Bokesch
Eric_Bokesch.1
7 mths ago
Compensation & Benefits
Reported - view
Webinar on Retirement Plan Fiduciary Education Training - 1/23/24
Registration Link: https://marinerwealth.zoom.us/webinar/register/WN_NZBrSubIRX6jq8KrDkZCFA#/registration
Eric Bokesch
Eric_Bokesch.1
updated
9 mths ago
6
Training & Development
Re: Suggestions for local keynote speaker - AI/Machine Learning
He's not local but checks the boxes. https://spencerxsmith.com/?utm_source=google&utm_medium=organic&utm_campaign=gmbsitelink
Eric Bokesch
Eric_Bokesch.1
9 mths ago
1
Training & Development
Reported - view
Re: Independent Qualified Public Accountant Referrals
Clark Schaefer is a good option. Another is Plan Check CPA's. www.plancheckcpas.com.
Eric Bokesch
Eric_Bokesch.1
1 yr ago
Compensation & Benefits
Reported - view
Fall 2023 Fiduciary Training Webinar - 10/10/23
Join us for our quarterly retirement plan fiduciary webinar presented by Philip C. McKnight, Chair of Stinson LLP’s Employee Benefits and Executive Compensation Group.…
Eric Bokesch
Eric_Bokesch.1
updated
1 yr ago
10
Training & Development
Summer 2023 Fiduciary Training - 7/11/2023 - 1 PM EST Pre-approved for SHRM CE
Join us for our quarterly retirement plan fiduciary webinar presented by Philip C. McKnight, Chair of Stinson LLP’s Employee Benefits and Executive Compensation Group.…
Eric Bokesch
Eric_Bokesch.1
1 yr ago
5
Training & Development
Retirement Plan Fiduciary Education - 1 Hour of SHRM & NASBA CE, 4/11/2023, 1 PM
Join us for our quarterly retirement plan fiduciary webinar presented by Philip C. McKnight, Chair of Stinson LLP’s Employee Benefits and Executive Compensation Group.…
Eric Bokesch
Eric_Bokesch.1
1 yr ago
3
Training & Development
Fiduciary Training Certification & Ongoing Education - 10/11/22
We'd love to have you join us for Fiduciary Training on Tuesday, 10/11/22 at 12:00 noon Central Time. You can register by looking at the attached PDF. It has a QR code which will get you to the…
Eric Bokesch
Eric_Bokesch.1
updated
2 yrs ago
8
Training & Development
Fiduciary Training - 7/12/22
The Department of Labor views fiduciary training as a critical element of prudent oversight and is increasingly looking for evidence that fiduciary training has been provided during plan audits.…
Eric Bokesch
Eric_Bokesch.1
2 yrs ago
5
Upcoming HR Events
Fiduciary 101: Duty of Prudence & Evidence of Training - 4/12/22
The Department of Labor views fiduciary training as a critical element of prudent oversight and is increasingly looking for evidence that fiduciary training has been provided during plan audits.…
Eric Bokesch
Eric_Bokesch.1
updated
2 yrs ago
12
Compensation & Benefits
Eric Bokesch
Eric_Bokesch.1
11
1
0
Joined: Thu Mar 31 20:40:50 UTC 2022
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