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
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
HoganTaylor – Gwen Mazzola – Keeping Hands Out of the Cookie Jar – 2-16-2023
Bank of Oklahoma Financial – Debbie Crump – Are Secure in the Secure Act 2.0 – 5-18-2023