Are you involved in managing your company’s retirement plan but feel like you don’t know enough?
Are you unsure how your plan is set up, who is doing what, and if you are covering all of your bases?
Have you wrestled with an operational issue and are not sure how to correct it?
If so, our Retirement Plan Management Made Easy workshop is for you. This is a free, all day workshop that will provide the information you need to more effectively manage your company retirement plan. You will also hear about actual situations and solutions experienced by Plan Sponsors and practitioners. This workshop will not be too complex or confusing. It will provide practical tips and solutions on how to improve plan management, manage liability, reduce fees, and minimize your chances of making a costly mistake. This will be a day that you do not want to miss.
Speakers:
C. Todd Lacey President, The (k)larity Group
Ilene Ferenczy Managing Member, The Law Offices of Ilene H. Ferenczy, LLC
Jodi Malis, CPA, Manager, Smith & Howard
Agenda
401(k) Basics
Fiduciary Liability Management
Plan Design
Fees
Lunch
Operational Landmines
Service Provider Due Diligence
Participant Communication
Basic Investment Oversight
When: April 27, 2010 8:30-3:30
Cost: FREE
Where:
Villa Christina
4000 Summit Blvd.
Atlanta, GA 30319
404.303.0133
Directions: www.villachristina.com/directions.php
Space is very limited. Please RSVP as soon as possible to reserve your spot.
*co-sponsored by The (k)larity Group, Transamerica Retirement Services, and Smith & Howard
Register Now at www.theklaritygroup.eventbrite.com
