Breakfast with the Former Assistant Secretary of Labor

Everhart Advisors and GBQ 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 Brad’s 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. Brad also issued the final QDIA regulation facilitating automatic enrollment of workers in their retirement plans, and a final regulation expanding participant access to professional investment advice.

SCHEDULE:

Thursday, April 30, 2015

• 8:00-8:30 AM Breakfast
• 8:30-10:30 AM Presentations

LOCATION:

Scioto Country Club
2196 Riverside Drive
Columbus, OH 43221

TOPICS OF DISCUSSION INCLUDE:

• Up-To-Date Legislative Initiatives
  • White House budget proposals related to retirement plans
• What is the DOL Looking For?
  • Preparation as prevention
• 401(k) Annual Audits
  • Avoid costly errors and stay in compliance
• Target-Date Funds & Service Provider Searches
  • How to fulfill your fiduciary duties

FEATURED SPEAKERS:

Bradford P. Campbell
Former Assistant Secretary of Labor
Counsel | Drinker Biddle

Mary Stucke, CPA
Assurance Senior Manager | GBQ

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