2014 Breakfast with the Department of Labor – Dayton

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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!

Register here


Tuesday, September 23, 2014

  • 8:00-8:30 AM Breakfast
  • 8:30-11:00 AM Presentations


Moraine Country Club
4075 Southern Blvd.
Dayton, OH 45429


  • 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


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