Sep 22, 2016
7:30 am - 2:00 pm
HORAN Corporate Headquarters
4990 East Galbraith Road
Cincinnati, OH 45236
Free parking available around the building
Did you know that one in three employers had their retirement plans audited by the federal government over the past two years? As a fiduciary of a company retirement plan, you could be personally at risk when deficiencies exist in your plan. With the recent wave of changes to reporting obligations and responsibilities, you’ll want an update on your fiduciary responsibilities and the associated audit risks.
Join retirement plan experts from VonLehman, HORAN Retirement Advisors, Katz Teller and Pension Corporation of America for a no-cost presentation so you are prepared should the government come calling.
Who should attend:
CEOs, CFOs, Controllers, HR Leaders, Plan Sponsors and more.
7:30 - 8:00 a.m. – Networking & Breakfast
8:00 - 8:25 a.m. – Common Plan Operational Issues & How to Correct Them
(Beth Vice (VonLehman) & Steve Kisling (Katz Teller)
8:25 - 8:50 a.m. – Triggers on Form 5500 that Lead to DOL Audits
(Paul Carl (HORAN Retirement Advisors)
8:50 - 9:15 a.m. – Impact of the New Fiduciary Regulations on Plan Sponsors
(Zac Burns (Pension Corporation of America)
9:15 - 9:30 a.m. – Q & A