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Interested in Joining the Milwaukee Chapter?


There's no time like the present! Milwaukee Chapter membership is open to CEBS students and graduates. Benefits include discounted registration for chapter programs, networking opportunities and much more! Any board member can provide additional information. Register online at  


Get the latest Word on Benefits


Your source for the latest employee benefits news, the International Foundation's blog offers quick-to-read updates on benefits topics that matter such as ACA, 401(k) plans, disease management and more.

Upcoming Events:


The Final DOL Conflict of Interest Rule:  What it Means for Qualified Retirement Plans

Thursday, February 9, 2017 


The Milwaukee chapter invites you to our next program, “The Final DOL Conflict of Interest Rule:  What it Means for Qualified Retirement Plans”, on Thursday, February 9, 2017, at the International Foundation of Employee Benefit Plans office, Brookfield, Wisconsin, and via webinar.

The session will cover the final DOL rule as published in 2016, how it differs from previous proposed rules, who falls within the new definition of “fiduciary” and when it applies.  We will also cover the status of litigation-based challenges to date, as well as the future of the rule under the Trump administration.  While the rule is targeted primarily toward IRAs, we will focus on the impact to qualified retirement plans.  We will also cover how the rule changes the definition of “education” and the impact it will have on participant communications.


Industry News!

Benefits Quarterly 2017 - Mental Health


The first quarter issue of Benefits Quarterly focuses on Mental Health and is now available in Members Only. Printed copies will be mailed to all Society members. Start your reading now with these two articles:


"Opioid Addiction and Implications for Employers" by Sandra Kuhn, Mercer.


"Return-to-Work Strategies for Employees With Mental Health Concerns" by Georgia Pomaki, Ph.D., Manulife.




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