Defend Your Retirement Plan Against Cyber Crime

Special Event


Best Practices for Confronting Ongoing Threats to Retirement Plan Sponsors and Participants

Join our colleagues from DeWitt LLP and Francis Investment Counsel as they discuss how plan sponsors can address rising concerns regarding cyber security while also refining their overall retirement plan oversight process. Featured speakers will include:

Brian L. Anderson
DeWitt LLP

Michael J. Francis
President – Chief Investment Officer
Francis Investment Counsel

Wednesday, May 15

The Madison Club
5 E Wilson Street
Madison,Wisconsin 53703


*Please Note New Date*
Tuesday, June 4

Sheraton Hotel in Brookfield
375 S Moorland Road
Brookfield,Wisconsin 53005


7:30 AM
Registration & Continental Breakfast

8:00 AM – 10:30 AM


What to Do About the Rising Threat of Cyber Crime

With massive data breaches occurring regularly and nearly $30 trillion in U.S. retirement assets, it is no wonder cyber-crime within corporate sponsored retirement plans is rapidly rising. Hear what other plan sponsors are doing to defend against cyber security threats and understand:

          • What language and loopholes to identify in vendor service agreements
          • Latest recordkeeping technology available to combat cyber threats
          • Plan design and control measures to improve protections

Protecting Your Plan Through Prudent Oversight

The best defense against any threat to plan sponsors is a prudent plan oversight process. Review best practices for plan oversight and walk away with strategies for:

          • Protecting shareholders and plan fiduciaries through a well-structured committee charter and investment policy statement
          • Effective process for selecting, monitoring, and terminating investment managers
          • Evaluating, containing, and allocating plan costs

Register Now

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Learn More About What We Do

Whether we provide consulting to your retirement plan committee or financial education to a room full of your employees, our services are designed to help you take care of what matters most: your employees.