2014 Breakfast with the Department of Labor – Dayton

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!

Register here

SCHEDULE:

Tuesday, September 23, 2014

  • 8:00-8:30 AM┬áBreakfast
  • 8:30-11:00 AM┬áPresentations

LOCATION:

Moraine Country Club
4075 Southern Blvd.
Dayton, OH 45429

TOPICS OF DISCUSSION INCLUDE:

  • Surviving a Department of Labor Audit
    • What is the DOL looking for?
  • 401(k) Annual Audits
    • Avoid costly errors and stay in compliance
  • 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

Jay J. Moeller, CPA, CGMA
Audit Partner, Battelle Rippe Kingston LLP

Brian Hanna, AIF(R)
Senior Retirement Plan Consultant, Everhart Advisors

Please RSVP by Wednesday, September 17th!

Register here

Everhart Can Help You
Ready To Get Started?