2015 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, 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!

Register here