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Department of Labor Fiduciary Rule Changes to 401(k) Plan Sponsors

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Event:
Department of Labor Fiduciary Rule Changes to 401(k) Plan Sponsors
Date:
November 29, 2017
Venue:
Shenandoah Club
Address:
24 Franklin Road
Roanoke, VA
24011
Google Map

Overview

On June 9, 2017, the Department of Labor (DOL) passed the Fiduciary Rule expanding the definition of “investment advice fiduciary” under the Employee Retirement Income Security Act of 1974. This new rule requires that all parties offering advice regarding investments, must act in the best interest of their clients.

Join us as our panel of experts break down the key issues and explain how these changes will affect your role as a firm fiduciary managing your companies retirement plan.

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Program Schedule

3:00 p.m. | Registration
3:30 p.m. | Program
5:00 p.m. | Networking Reception

Who Should Attend

This program is designed for CEOs, COOs, CFOs, GCs and Human Resource Professionals.

Panlists Include:

Randy Burton
Partner | Cherry Bekaert LLP

Richard Cafeo
Vice President | Fidelity

Josh Conkle
District Sales Manager | Paylocity

Kathryn Higgins
DCIO Specialist, Eastern Region | Manning & Napier

Timothy Rauwald
Senior Vice President Wealth Management | UBS

Registration

There is no fee for this seminar! Register early to reserve your seat. Registration deadline is Tuesday, November 28, 2017.

For More Information

Please contact Randee Lee Weingart at rweingart@cbh.com.

Join the event conversation by using the hashtag #CBEngage!

Department of Labor Fiduciary Rule Changes to 401(k) Plan Sponsors