LUDLOW, Vt. – Is your company’s retirement plan in compliance with the Department of Labor? On Thursday, June 14 from 7:30 to 9 a.m. the Department of Labor will speak on fiduciary best practices at the Okemo Valley Golf Club, Gold Room, at 89 Fox Lane Rd. in Ludlow.
This seminar is open to business owners or anyone who takes on the fiduciary responsibility on behalf of their company’s retirement plan. This exclusive event will give you the rare opportunity to hear directly from the Department of Labor and our panel of experts about what you need to know now to effectively manage your company’s 401k, 403B, or Simple Plan. Topics will include: proper investment policy statement administration, pros and cons of sharing arrangements, DOL’s expectations of plan sponsors, preparing for DOL audit, impact of recent legislation, reasonable plan fees, and investigations and enforcement actions.
Featured speaker is Mary Rosen, associate regional director of the U.S. Department of Labor. Moderators are Steven McNeilly, ChFC, certified 401k professional and Mark Huntley, investment advisor representative.
Don’t forget to ask for your free company plan analysis and benchmarking opportunity. Seating is limited so register now. Contact Derek Karner, American Portfolios: firstname.lastname@example.org at 888-922-1035.