| Event Registration closes Monday, August 31st
Presentation Overview: Your 401(k): Practical Strategies for Stronger Plans and Smarter Retirement
Join us for your FEI programming kick-off featuring Gary Fossum, who will provide a practical and executive-level perspective on optimizing your company’s 401(k) plan while strengthening retirement outcomes for both you and your employees. The program will focus on the intersection of plan design, compliance testing, and strategic planning, giving attendees the tools to evaluate and enhance their current retirement plan structures. Gary will also share new trends in retirement plan design as well as the impact that recent tax law changes may have on your company retirement plan.
CPE is available for FEI members. Upon arrival, please sign in AND out at the registration table.
Meeting Agenda: Open Networking: 11:00 am Buffet Lunch: 11:45 am Presentation: 12:00 pm Adjourn: 1:00 pm (please return your nametag prior to leaving)
Guest Policy: Meeting registration is open to current FEI Madison Chapter Members and our local Strategic Partners. Please review the below Guest Policy to see if you qualify to attend.
- FEI Guest (Prospective Member): Free Registration
Outside guests are qualified financial leaders interested in potential FEI membership (click to view FEI membership criteria).
- FEI Guest (Member Business Guest): Registration Price: $30.00
Paid registration only available for a co-worker of a current FEI Member. They do not need to meet membership requirements but should be employed by the same member company. Not applicable for Strategic Partners.
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