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Surviving a Department of Labor Audit
Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for a timely and concise discussion on compliance with IRS/Department of Labor retirement plan regulations, while reducing your company and personal fiduciary risk. We are excited to bring these industry experts together and present this most unique opportunity!
SCHEDULE:
Wednesday, September 24, 2014
- 8:00-8:30 AM Breakfast
- 8:30-11:00 AM Presentations
LOCATION:
The Scioto Country Club
2196 Riverside Drive
Columbus, OH 43221
TOPICS OF DISCUSSION INCLUDE:
- Surviving a Department of Labor Audit
- What is the DOL looking for?
- Legal Update
- Current 401(k) plan litigation
- Target-Date Fund Selection
- DOL Tips for ERISA plan fiduciaries
- 408(b)2 Vendor Fee Disclosure
- Your obligation as a fiduciary
FEATURED SPEAKERS:
Sherry Brackney, CEBS
Senior Benefits Advisor | US Department of Labor
Anthony Ciriaco
Partner | Vorys, Sater, Seymour and Pease LLP
Brian Hanna, AIF(R)
Senior Retirement Plan Consultant | Everhart Advisors
Please RSVP by Thursday, September 18th!
