2015 Spring Seminar

  • Friday, May 15, 2015
  • 8:00 AM - 1:30 PM
  • Oakridge Country Club, 1492 Shepard Lane, Farmington, UT 84025

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Western Pension and Benefits Council
Salt Lake City Chapter Spring Seminar

May 15, 2015, 8:00am-1:30pm

Oakridge Country Club
1492 Shepard Lane
Farmington, UT 84025


Joan McDonagh
- Joan is the author of the 401k Answer Book    
Learning objectives include:

Understanding and Managing Fiduciary Risk.

  • Identify key risk areas for today’s 401(k) plan fiduciaries
  • Provides practical examples of how liability is created and who pays for the breach
  • Explores Strategies for managing fiduciary risk
David Kahn – former DOL investigator  
Understand how a DOL investigation is conducted –
  • prepare and cope
  • What documents will be requested
  • Who will be interviewed and what questions will be asked
  • Reasons for delays in the investigation process
  • Issues that every investigation will examine
Chris Brown - founder of HR Pros an HR consulting firm
  • Effect of the Affordable Care Act on plans such as HSA’s, HRA and Cafeteria Plans    

Register at www.wpbcsaltlake.org

Fees: $100 for members, $150 for non-members (members can bring guests for the member rate)

Continental breakfast and Lunch to be served


Event Flyer

      



Western Pension & Benefits Council Salt Lake City Chapter

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