Department of Labor to Speak on Fiduciary Best Practices

Don't miss this exclusive event on March 24 from 11:30 a.m. to 1:30 p.m. at the Fort Wayne Marriott on Washington Center Road. You will have the rare opportunity to hear directly from the Department of Labor and expert panelists about what you need to know now to manage your company’s retirement plan effectively.

Topics of Discussion:

·         EBSA Investigations and Enforcement Actions

·         DOL’s Expectations of Plan Sponsors

·         Are You Prepared for a DOL Audit?

·         The Impact of Recent Litigation

·         Fiduciary Responsibilities and Your Role

·         Are Your Plan Fees Reasonable?

·         Is Your Investment Policy Statement being Administered Appropriately?

Presenters:

Amy Atcha
Department of Labor
Chicago Office

Kristi K. Baker, ChFC, CLU
President, Third Party Administrator
Compensation Systems, Inc.

James Posey, JD
Partner
Beers, Mallers, Backs & Salin, LLP

RSVP is required to nharter@finsvcs.com. Lunch will be provided - seating is limited, so register right away!