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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:
Tuesday, October 13, 2015
8:00-8:30 AM Breakfast
8:30-11:00 AM Presentations
LOCATION:
The Moraine Country Club
4075 Southern Blvd.
Dayton, OH 45429
TOPICS OF DISCUSSION INCLUDE:
– Investigation of Employee Benefit Plans
What is the DOL looking for?
– 401(k) Annual Accounting Audits
Top 10 plan sponsor pitfalls
– 401(k) Fee Transparency and Cost Control
Understanding fee structures and revenue sharing
– Fiduciary Compliance
Due diligence and best practices
FEATURED SPEAKERS:
Timothy Bryan
Senior Benefits Advisor | US Department of Labor
Jay J. Moeller, CPA, CGMA
Assurance Partner | McGladrey LLP
Brian Hanna, AIF(R)
Senior Retirement Plan Consultant | Everhart Advisors
Please RSVP by Wednesday, October 7th!
