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Full Disclosure on the New Fee Disclosures

July 18, 2012
7:30 AM - 9:00 AM


The Walden Club
633 Chestnut Street, Suite 2100
Chattanooga, Tennessee


July 18, 2012
7:30 AM - 9:00 AM

Recently the Department of Labor issued new rules regarding the disclosure of fees in retirement plans, aimed at helping plan sponsors and participants make better decisions.  Join an ERISA attorney, a CPA plan auditor and a retirement plan investment advisor as we navigate you through the extensive changes and explore fees and fiduciary responsibility in a retirement plan from the eyes of the employer and the participant.  This seminar will help you put together a plan of action regarding your responsibilities and communicating the changes to your clients and employees!

Who Should Attend:

  • Human resources professionals
  • Chief financial officers
  • Chief executive officers
  • Company presidents

Prerequisites: Knowledge of employee benefit plans 
Program Level: Intermediate
Advanced Preparation: None
Delivery Method: Group Live

Featured Speakers:
William Robinson, Baker Donelson
Courtenay Shipley, Shipley Capital Advisory
Jason Underwood, ERISA CPA

Continuing Education Credit:
This program has been submitted to the HR Certification Institute for review. Approved for 1 hour of CPE credit.

Space is limited for this event. Program and breakfast are complimentary.

Events Contact

Heather Stripling
T: 205.250.8332
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