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Employee Benefits: 2019 Fiduciary Compliance Update – Tulsa, OK

BKD CPAs & Advisors & Summit Financial Group

Wednesday, May 22, 2019 from 7:30 AM to 12:00 PM (CDT)

Ticket Information

Type End Quantity
Employee Benefits: 2019 Fiduciary Compliance Update – Tulsa, OK Ended Free  

Event Details

Join Summit Financial Group, Inc. and BKD CPAs & Advisors for a complimentary CPE-, SHRM- and HRCI-eligible seminar revolving around the latest developments pertinent for employee benefits administrators and others with a fiduciary responsibility to workplace retirement investments. Seasoned benefits specialists will share the fiduciary essentials for defined contribution plans (DCPs), including their role and top stewardship principles, as well as audit quality, common errors and corrections. This program aims to help fiduciaries stay in compliance in 2019 with the U.S. Department of Labor and the Employee Retirement Income Security Act of 1974.


Your Presenters

  • Kaci Skidgel

    Kaci Skidgel

    Summit Financial Group

    Certified 401(k) Professional, President

  • Nicole Jackson

    Nicole Jackson


    CPA, Manager

Learning Objectives

Upon completion of this seminar, participants will be able to:

  • Identify the function of a plan steward and the importance of managing responsibility
  • Illustrate the seven fiduciary precepts and the obligations of a plan steward
  • Apply the fiduciary precepts to a simple investment decision making process
  • Discuss the importance of identifying a qualified auditor
  • Identify correction methods for operational defects
  • Describe common operational defects
  • Explain a thorough review of SOC 1 Reports



Individuals with oversight or daily responsibilities to employee benefit plans


Information or Questions?

Please contact Nicole Jackson at or 918.584.2900. 

Please contact Jordan Wise at 800.475.0991 ext. 2210 or


CPE Information

CPE Credit: Four CPE credits in the Specialized Knowledge field of study may be awarded upon verification of participant attendance. 

Program Level: Basic

Delivery Method: Live Event

Prerequisites: None

Advance Preparation: None

Refunds and Cancellations: No fee is associated with this program. To cancel your registration, follow the instructions provided by Eventbrite.  


CPE Contact Information

If you have concerns or would like information regarding CPE credit, contact us at or 800.472.2745.

CPE Sponsors BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Have questions about Employee Benefits: 2019 Fiduciary Compliance Update – Tulsa, OK? Contact BKD CPAs & Advisors & Summit Financial Group

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