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.