MM Next Steps for Employers – Plumb – TBA – 10-18-2018

HUB University – DOL Audit Preparation_5.29.2018

HUB – Sample DOL Audit Compliance Checklist 2-20-2018

HUB – Sample DOL Audit Letter 8-4-2016 v2

BOK Financial – Diversification – Brandy Marion – 7-28-2017

BOK Financial – Pre-Retirement Planning – Brandy Marion – 1-7-2019

HUB – Pharmacy:  Fully Funded vs Self Funding – 3-21-2019

Conner & Winters – Eric Smith – Welfare Plan Non-Discrimination Testing

Conner & Winters – Eric Smith – Retirement Plan Restatement – 10.17. 2019

Hogan Taylor – Gwen Stout – Audit Readiness – 1-16-2020

BOK Financial – Brandy Marion – Retirement Planning – 2-20-2020

Hogan Taylor – Adam Davis – Cyber Security Threats for Benefits – 3-12-2020

Connor & Winters – Eric Smith – Legislative Updates – 8-27-2020

McAfee & Taft – Judy Burdg – DOL Audits and Investigations – 9-17-2020

Hogan Taylor – Cody Griffin – DIY Security Self-Assess Your COVID-19 Remote Infrastructure – Slides – 1-21-2021

Hogan Taylor – Cody Griffin – DIY Security Self-Assess Your COVID-19 Remote Infrastructure – Self Assessment Tool – 1-21-2021

Crowe & Dunlevy – Randall Snapp – Business Ethics – 2-18-2021

Beasley & Company – John Beasley – Fiduciary Duties & Liabilities Best Practices – 3-25-2021

HUB International – Tiffani Quarles – ROI on Wellness – 4-22-2021

BOK Financial – Brandy Marion – COVID & Retirement – 5-20-2021

McAfee & Taft – Brandon Long – Plan Design and Restatements – 6-17-2021

McAfee & Taft – Judy Burdg – No Surprises Act – 8-19-2021

Conner & Winters – Eric Smith – Legislative Update – 9-23-2021

Bank of Oklahoma Financial – Brandy Marion – Social Security Strategies – 1-20-2022

HoganTaylor – Gwen Mazzola – SAS 136 – Changes Are Coming T Your EBP Audit – 2-17-2022

HUB International – Kevin DeStefino – Specialty Rx Discussion – 3-24-2022

BOK Financial – Debbie Crump – How to Make Corrections to Your Retirement Plan – 5-19-2022

Conner & Winters – Eric Smith – Legislative Updates – 8-18-2022

HUB International – Kevin Bradley – What Does Diversity, Equity & Inclusion Have to Do With My Benefits Package – 1-19-2023

HoganTaylor – Gwen Mazzola – Keeping Hands Out of the Cookie Jar – 2-16-2023

Bank of Oklahoma Financial – Brandy Marion – How Plan Sponsors Can Help Employees Become Retirement Ready – 3-23-2023

Bank of Oklahoma Financial – Debbie Crump – Are Secure in the Secure Act 2.0 – 5-18-2023

McAfee & Taft – Brandon Long – Health Plans, Court Cases and Reducing Risk – 6-15-2023

Conner & Winters – Eric Smith – Legislative Updates – 8-22-2023