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Madison Monthly Meeting
Date: June 21, 2012
Time: 12:00 pm - 1:30 pm
Contact Name: Monica Hansen
Contact Phone Number: (608) 282-1222
Admission Fee: 5.00
Location: Capitol Chophouse - Hilton Madison Monona Terrace
9 East Wilson Street

Benefits Plans - Fiduciary Responsibilities - What are they and do they apply to you?

Fiduciary Responsibilities for your 401K/Profit Sharing Plan
  • What are they?
  • Do they extend to you and others at your firm?
  • How can you review to see if you are in compliance?
  • What is the impact on you if there are breaches of fiduciary duty?
Join us for a discussion of this important responsibility for you and your firm. Steve Wuetrich from Great-West Retirement Services will lead the discussion and provide tools to help you determine if you are a fiduciary and whether you and your firm are in compliance with the ERISA and other guidelines.

Steve is a Relationship Manager with Great-West Retirement Services. He works with companies of all sizes to ensure that their retirement plans meet the the company’s needs as well as their employees. Prior to joining Great-West he was in the retirement services area of US Bank. He has over 34 years of experience providing retirement services to employers.

This month's monthly meeting is sponsored by two of our Business Partners, C.H. Coakley and Johnson Insurance Services. No Charge for Members.

Please be sure to join us on Thursday June 21, 2012 at 12:00 noon at the Capitol Chophouse in Madison. Online Registration deadline is Monday, June 18 at noon. Please contact Monica Hansen ( or this month's program chair, Bob Miller (, to register after the Online deadline. The cost for members is FREE and guests is $20. Register online at

LOCATION - CAPITOL CHOPHOUSE in the Hilton Madison Monona Terrace, 9 East Wilson Street, Madison. Free parking is available if you park in the Hilton parking ramp. Be sure to bring your parking stub with you to the meeting to be validated.

Remember, WALA members earn scholarship points by attending monthly educational meetings. We hope you can make it!

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