401k SUMMIT - July 9, 2008
"Companies must consistently examine, on an ongoing basis, the fees and performance of the funds in their 401(k) plans...Last year alone, close to 80% of large 401(k) plan sponsors polled by Greenwich Associates had reviewed the fees in their plans at least once." - Financial Week, April 28, 2008
Are YOU keeping up with the changing 401(k) landscape?
What You Don't Know CAN Hurt You.
Szarka Financial Management is offering this 401(k) Summit to keep plan sponsors and HR Managers up-to-date on the changing 401(k) landscape. Our seminar is designed to assist you in understanding today's issues in the wake of recent lawsuits against major companies and to offer practical solutions that you can immediately implement with your specific plan.
Our Keynote speakers are Ronald Kahn, Esq. & James Goldsmith, Esq. from Ulmer and Berne, LLP. Ronald is Chair of the Tax Practice Group and is named in Best Lawyers in America, Employee Benefits Law (1995-2008). James is Chair of the Trust & Estates Group and named in Best Lawyers in America, Trusts and Estates (2001-2008).
Both Ronald and James, along with our other speakers, will be focusing on critical issues affecting you now, from the Pension Protection Act of 2006, to issues related to your fiduciary responsibilities to employees.
There is no cost for this event, but seating is limited!
Note: The use of this seal is not an endorsement by HRCI of the quality of the program. It means that this program has met HRCI’s criteria to be pre-approved for recertification credit.
Please RSVP to Sherri Wallace via email or by phone at 440-779-1430 by June 27th.
Agenda
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REGISTRATION & FULL BREAKFAST BUFFET
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7:30 am
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| PROGRAM BEGINS |
8:30 am
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Ronald Kahn, Esq., Partner, Ulmer & Berne
Pension Protection Act of '06:
How The Dramatic Changes Affect Sponsors & Participants
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James Goldsmith, Esq., Partner, Ulmer & Berne
Frequently Overlooked Estate Planning Issues
Regarding Your Retirement Plans
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Additional Topic to be Discussed:
New Expanded Fiduciary Responsibilities
of Employers & HR Managers
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| 401(k) PLAN AUDIT |
10:00 am
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Breakout Session: Identifying "Hidden" Fees
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| PROGRAM ENDS |
11:00 am
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LOCATION
DoubleTree Cleveland South
6200 Quarry Lane, I-77 and Rockside Road
Independence OH 44131
Map and Directions
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Sponsored in part by:
Szarka Financial Management (SFM) is a recognized leader in the field of objective financial education, offering area businesses education programs for their employees. SFM is endorsed as the preferred provider of employee financial education by the Employers Resource Council (ERC).
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