Common Plan Deficiencies download available here!
Retirement plan fiduciaries are tasked with ensuring their company delivers a high-quality plan at a reasonable cost. It is important to conduct and oversee regular reviews of plan features, design, services and expenses. With ever changing regulations surrounding fiduciary responsibilities, it is important to make sure you understand your risk and liability.
This seminar will provide retirement plan fiduciaries with an overview of:
- Basics of Fiduciary Fundamentals
- Investment Services
- Insights from a Legal Perspective
- Department of Labor Update
The panel of experts includes:
- Paul Carl, Vice President – Retirement Services, HORAN Retirement Advisors
- Bob Saelinger, Partner, Graydon
- Beth Vice, CPA, Shareholder, VonLehman CPA & Advisory Firm
Approved for 2.0 HRCI credits
Event Details
Date & Time
05/09/2018, 8:30 am - 11:00 am
Venue
Hyde Park Country Club
3740 Erie Ave
Cincinnati, OH 45208
Available around building
Available around building