This webinar will provide education for qualified retirement plan sponsors in identifying the various individuals who are considered plan fiduciaries and to describe the duties and responsibilities those individuals have under ERISA.

Date: Thursday, July 25, 2024

Time: 11am

Duration: 30-minute presentation with 15-minute Q&A following the presentation

Host/Presenter:

Erika D. Bylund, CFP, CRPS

President/Founder, Point Sur Advisors, LLC

Erika is a financial advisor, retirement plan specialist, and founder of Point Sur Advisors, LLC. She studied economics and graduated with a B.A. in Geology from Pomona College, Claremont. She obtained her MBA from the Orfalea College of Business at CalPoly San Luis Obispo in 2010 and started her career with an independent wealth management firm where she became Vice President. She was responsible for managing the firm's qualified plan clients, handling compliance monitoring, plan maintenance and participant education. She was also responsible for insurance case design, portfolio management, and advanced planning strategies for the firm’s individual clients. In 2016, she founded the company that became Point Sur Advisors.

Erika specializes in retirement and pension plan design and operation. Her firm’s expertise lies in comprehensive financial planning and designing strategies for wealth preservation and growth for individuals and business owners. Erika holds her Series 7 and 66 securities licenses and CA insurance license. She is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plan Specialist (CRPS®). She is a member of the Retirement Plan Advisory Group, a professional organization that supports retirement plan advisors in delivering fiduciary services and advanced consulting to plan sponsors.

Erika has volunteered her time and skills to several community organizations. She served on the Board of Directors and as the Treasury/Secretary for the French Hospital Medical Center Foundation. She also chaired the Foundation’s finance committee, which was responsible for managing the organization’s multi-million dollar endowment. In 2020, Erika was the Vice Chair for the Board of Directors of the South County Chambers of Commerce. She has been a featured panel speaker for several industry groups for her experience operating a successful financial services practice. She enjoys mentoring high school and college students who are interested in pursuing careers in financial services and has devoted time as a guest speaker for Cal Poly’s finance club.