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Event Details
| They Said I was a Fiduciary – is that a Good or Bad Thing?
ADVISING RETIREMENT PLAN FIDUCIARIES AFTER DODD-FRANK, DOL 408(B)(2) & THE NEW 401(K) FEE DISCLOSURE RULES
Location:
RSD Insurance Conference Room
10100 Trinity Parkway
Suite 300
Sacramento, CA 95219
Date:
Thursday, December 8, 2011
Time:
11:30 am to 1:30 pm
Learning Objectives:
- Learn about recent litigation and its effect on retirement plans
- Explore the six fiduciary categories, their specific roles and responsibilities, and how each category applies to business owners and employers
- Learn the implications and consequences of a Fiduciary Breach
- Understand the provisions of the Fiduciary Reform Bill and what it means to business owners and employers
- Learn the implications and effects of the new DOL regulation, 408(b)(2) over retirement plan fee disclosure
- Learn what employers can expect throughout the marketplace as a result of these changes
- Learn critical information about your company's retirement plan before your employees find out next year
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Space is limited!
RESERVE YOUR SEAT TODAY.
Who Should Attend:
This course is designed for attorneys, CPAs and human resource professionals who advise retirement plan fiduciaries, as well as business owners and retirement plan sponsors.
Presenters:
Thomas McHugh, AIF®
Client Relationship Manager
Smart Investor
Course Information:
MCLE Credits: 2 Credits
CPE Credits: 2 Credits
PHR®/SPHR® Credits: 2 Credits
Program Level: Intermediate
Prerequisites: None
Fee: Complimentary
Delivery Method: Group Live
Advanced Preparation: None
For more information regarding administrative policies such as complaint and refund, please contact our offices at (916) 435-2100
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Smart Investor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:
www.nasba.org.
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.
When & Where
RSD Insurance
The Conference Room
10100 Trinity Parkway, Suite 300
Stockton,
CA 95219
Thursday, December 8, 2011 from 11:30 AM to 1:30 PM (PT)
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Hosted By
Smart Investor
Smart Investor is an independent fee-only Registered Investment Advisor based in Rocklin, California. We work with clients throughout the greater Sacramento metropolitan area and the United States to help them achieve their financial goals.
