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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
- 11 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
- 11 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 1 yr 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
- 1 yr 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

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Eric Bokesch

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