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DUE TO A HIGH DEMAND IN THE CENTRAL OHIO AREA FOR THIS WORKSHOP, WE WILL BE RELOCATING IT TO THE COLUMBUS AREA APRIL 2015. THANK YOU FOR YOUR INTEREST AND WE HOPE YOU CAN JOIN US. A NEW REGISTRATION LINK AND ADDITIONAL INFORMATION WILL BE MADE AVAILABLE SOON.
401(k) Plan Sponsor Best Practices
Everhart Advisors, Summit Benefit Solutions, Inc., and Rea & Associates cordially invite you to a highly anticipated complimentary breakfast workshop featuring a unique and exciting view inside Washington D.C. from the former Assistant Secretary of Labor, Brad Campbell. Brad was ERISA’s primary regulatory and enforcement official, playing a key role in every significant ERISA retirement & health reform of the prior decade.
Under his leadership, EBSA first proposed the recently-finalized 408(b)(2) service provider disclosure and plan participant disclosure regulations addressing the transparency of 401(k) & other related retirement plan fees.
SCHEDULE:
Wednesday, February 25, 2015
- 8:00-8:30 AM Breakfast
- 8:30-11:00 AM Presentations
LOCATION:
Kehoe Center – Room 155
175 Mansfield Ave.
Shelby, OH 44875
TOPICS OF DISCUSSION INCLUDE:
- Up-To-Date Legislative Initiatives
- A view inside Washington
- What is the DOL Looking For?
- Preparation as prevention
- Going Beyond the Plan Audit
- Improving plan effectiveness and reducing risk
- Target-Date Funds & Service Provider Searches
- How to fulfill your fiduciary duties
FEATURED SPEAKERS:
Bradford P. Campbell
Counsel, Drinker Biddle
Paul McEwan, CPA, MTax, AIFA(R)
Principal, Retirement Plan Services | Rea & Associates, Inc.
Frank Ciotola, AIF(R)
Plan Consultant | Everhart Advisors
Please RSVP by Thursday, February 19th!
