$25 – $170

November Luncheon: Getting it right – Know Your Fiduciary Responsibilities

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Vestavia Country Club

400 Beaumont Dr

Birmingham, AL 35216

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Description

Jennifer (Jen) Del Nero will help attendees understand the definition of a fiduciary and

identify fiduciaries and their respective duties for retirement and other benefit plans. In addition, Jen

will provide insights on:

  • 5 steps Plan Sponsors can take to avoid common problems
  • What to do about missing participants
  • What are the Automatic Rollover Safe Harbor Regulations anyway
  • What happens when a fiduciary fails to meet their obligations
  • Avoiding Prohibited Transactions
  • And much more

All Plan Sponsors and service providers will benefit from hearing a government employee deliver fiduciary education that will be useful for all employee benefit plans.


Jennifer Del Nero
Associate Regional Director

Employee Benefits Security Administration (EBSA)
United States Department of Labor (USDOL)

Jen began her career with the federal government at the Atlanta Regional Office of the Employee Benefits Security Administration in 2002 as a Student Benefits Advisor. She converted to a full time Investigator in 2004 and since that time has worked as an Investigator, Senior Investigator, Supervisory Investigator and is now the Associate Regional Director. In her capacity as the Associate Regional Director Jen is responsible for staff training for the Atlanta Regional Office and Miami District Office, processing Freedom of Information Act requests, overseeing the Voluntary Fiduciary Correction Program and Abandoned Plan Program, and assists the Benefits Advisors in their outreach mission.

Jen received her B.A., summa cum laude, from Rutgers University, and her J.D., with honors, from Emory University School of Law.

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Date and Time

Location

Vestavia Country Club

400 Beaumont Dr

Birmingham, AL 35216

View Map

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