Northeastern Wisconsin Chapter of CFMA
JANUARY 2020 CHAPTER MEETING
LOCATION
Liberty Hall Conference Center
800 Eisenhower Drive
Kimberly, WI 54136
Driving Directions
TIMELINE
7:30 - 8:00 AM: Registration & Networking
8:00 - 8:15 AM: Breakfast
8:15 - 9:15 AM: Featured Speaker
FEE
Cost is $20.00 payable in advance
for non-members. For CFMA members, this is part of the pre-paid plan.
PAYMENT
Michelle Weiss, CFMA Chapter Administrator, will contact guests to confirm their status and request payment via check or cash at the meeting.
CONTACT
Michelle Weiss, Chapter AdministratorCFMA of Northeastern Wisconsin
920.750.9110
michelle@mwcommunications.org
TOPIC
Retirement Plan Cost Management
TOPIC SUMMARY
Browse any news source in the retirement plan space and you are bound to find case after case claiming excessive or inappropriate retirement plan fees. Employers who sponsor retirement plan benefits face the challenge of not only monitoring overall plan costs, but also following best practices for cost allocation. In this training session, we will take an in-depth look at the fees associated with retirement plans. We will discuss industry trends in plan cost allocation, provide strategies for benchmarking costs on an ongoing basis, and deliver insights regarding how to best communicate costs from a plan participant’s perspective.
LEARNING OBJECTIVES
1) Understand the different types of fees paid within a retirement plan
2) Review current trends in plan cost allocation Retirement Plan Cost Management
3) Develop a strategy for benchmarking and communicating plan costs on an ongoing basis
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management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM). |
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He serves as the product manager of the Microsoft Dynamics® 365 for Customer Engagement/CRM team, one facet of the overall front office practice of Wipfli LLP. Matt has been involved in both specific and full-cycle assessments, selections, and implementations across multiple industries. His on-the-job knowledge enables him to assist clients from the vision and plan development stage through training, deployment, and follow-up support. Matt leverages broad experience working with small, medium-sized, and large market-leading clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis, and unwavering commitment and enthusiasm that his clients have come to rely on. · Bachelor of science degree in operations and strategic management and finance |
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FEATURED SPEAKER
Joseph Topp
Principal, Vice President | Francis Investment Counsel
BIOGRAPHY
Joe lead Francis Investment Counsel’s business development efforts. He has over 30 years of progressive financial management experience. Joe previously served as Chief Financial Officer of a Wisconsin printing operation which allows him to bring a valuable plan sponsor perspective to his business development efforts. A Certified Public Accountant since 1985, Joe is currently a member of the Wisconsin Institute of Certified Public Accountants and a contributing writer for the Wisconsin CPA monthly journal. He is an active member of Metro Milwaukee Society for Human Resource Management (MMSHRM) and served on the Board of Directors of Wisconsin Retirement Plan Professionals, Ltd. (WRPPL). Joe is a graduate of Marquette University with a Bachelor of Science degree in Accounting.
The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Website: https://www.nasbaregistry.org/
January 14, 2020 CFMA Chapter Meeting: Instructional Method: Group-live; Experience Level: Basic; Prerequisites / Advance Preparation: None; Field of Study for Featured Speaker: Personnel/Human Resources; Recommended CPE Credits: 1.0; Refund Policy: No refunds will be issued by CFMA unless the event is cancelled.