401(k) Compliance and Fiduciary Best Practrices

Description

401(k) compliance and fiduciary best practices
 
Everhart Advisors and HRACO welcome you to join in person the Department of Labor and others for a concise discussion regarding 401(k) compliance and fiduciary best practices, plus the changing landscape of fiduciary liability insurance.
 
This is an in person educational workshop for Business Owners, Finance, Human Resources, Benefits Executives and Fiduciaries. Three hours of continuing education credit is available for those with CPA, SRHM or PHR®/SPHR® designations.
 
Topics:
Market Update
Getting it Right – Know your Fiduciary Responsibilities
Fiduciary Liability Insurance – Increased Litigation Leading to Increased Cost 
Best Practices to Limit Your Fiduciary Liability
 
Two sessions are available one in Columbus and one in Dayton. RSVP HERE
 
Columbus Workshop
Tuesday, Oct 11
8am-11am
Grand Event Center
820 Goodale Blvd
Columbus, OH 43212
 
Dayton Workshop
Thursday, Oct 13
Moraine Country Club
4075 Southern Blvd
Dayton, OH 45429
 
 
All the best!
 
Mikki Caston
Southern Ohio Chamber Alliance (SOCA)
SOCA Services LLC & SOCA Benefit Plan
Operations Manager
(M)513-646-4099
MY CALENDAR – schedule a meeting with me