Loading Events

« All Events

Brea(k)fast with the DOL | Everhart Advisors

October 11 @ 8:00 am 11:00 am

Everhart Advisors and HRACO welcome you to join 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 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 Liability

RSVP by Friday, October 7th

*Please choose which location you would like to attend when registering

SPEAKERS
Scott Campbell (Columbus) & Soniya Khan (Dayton) | Department of Labor

Brian Hanna, AIF® | EVP-Retirement Plans | Everhart Advisors

Joe Urquhart, CPCU, CRIS | Senior Vice President | Overmyer Hall Associates

AGENDA
8:00 – 8:30 AM – Breakfast

8:30 – 11:00 AM – Presentations

Please bring your ticket with you to help speed up the check-in process! Either print them out or access them through your mobile device.
3 hrs of CPA, SHRM, PHR/SPHR CE Credit
*For more information visit: http://everhartadvisors.com/professional-designations/

Please note, this event is underwritten in part by sponsors of investment products.

820 Goodale Blvd
Columbus, Ohio 432122 United States
+ Google Map