7:30 a.m. - 7:45 a.m. Breakfast and Registration
7:45 a.m. - 9:00 a.m. Program
Recently the Department of Labor issued new rules regarding the disclosure of fees in retirement plans, aimed at helping plan sponsors and participants make better decisions. Join an ERISA attorney, a CPA plan auditor and a retirement plan investment advisor as we navigate you through the extensive changes and explore fees and fiduciary responsibility in a retirement plan from the eyes of the employer and the participant. This seminar will help you put together a plan of action regarding your responsibilities and communicating the changes to your clients and employees!
Who Should Attend:
- Human resources professionals
- Chief financial officers
- Chief executive officers
- Company presidents
Prerequisites: Knowledge of employee benefit plans
Program Level: Intermediate
Advanced Preparation: None
Delivery Method: Group Live
Featured Speakers:
William Robinson, Baker Donelson
Courtenay Shipley, Shipley Capital Advisory
Jason Underwood, ERISA CPA
Continuing Education Credit:
This program has been submitted to the HR Certification Institute for review. Approved for 1 hour of CPE credit.
Space is limited for this event. Program and breakfast are complimentary.