2009 Breakfast with The Department of Labor

Retirement Plan Sponsor Best Practices

September 23, 2009 07:30 AM

The Fawcett Center
2400 Olentangy River Road
Columbus, OH 43210

7:30 to 8:15 am: Hot Breakfast Buffet and Networking
8:15 to 11:00 am: Presentation and Panel Discussion

Surviving A Department of Labor Audit — What is the DOL Looking For? Do You Have the “Right Stuff?”
Regulatory Updates — 401(k) Fair Disclosure and Pension Security Act of 2009
401(k) Fee Transparency and Cost Control — Uncovering and Understanding Hidden Fees in Your Plan
Fiduciary Compliance — Due Diligence and Best Practices
ESOP Transactions — Tax and Performance Benefits, Costs and Pitfalls, Planning and Consummating the Sale

Speakers
M. Scott Campbell
U.S. Department of Labor

Scott Everhart, CFP, AIF
Everhart Financial Group, Inc.

Tim Jochim
Kegler Brown Hill & Ritter

Sara Robertson, Marketing Manager
srobertson@gbq.com
(614) 947-5223

	* = Required

First Name*
Last Name*
Company*
Title*
Telephone*
Email*
Address
Address2
City
State
Zip Code
Anti-Spam	Enter the code shown above: (Note: If you cannot read the numbers in the above image, reload the page to generate a new one.)