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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

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


Please feel free to reach out to WPBC with any questions.

Direct Questions To:

155 N 400 W
STE 400
Salt Lake City, UT 84103

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