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Getting It Right: Know Your Fiduciary Responsibilities (AUG 2014)
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HRACO and Rea & Associates have partnered with the Department of Labor to present this informative program regarding Fiduciary Responsibility, Common Mistakes and Corrections, Fee Disclosure and Fiduciary Tools.

8/26/2014
When: 8/26/2014
8:30 AM - 4:30 PM
Where: BMI Federal Credit Union Event Center
6165 Emerald Parkway
Dublin, Ohio  43016
United States
Contact: Jeanne Hoffman
614-760-0400


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This program has been approved for 6.50 HR (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.




Strong fiduciary oversight and protecting workers’ benefits is one of the highest priorities of the U.S. Department of Labor (DOL). The best way to protect workers’ benefits is by preventing problems before they start. DOL's compliance assistance program – Getting It Right – Know Your Fiduciary Responsibilities – will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.

The Fiduciary Education Campaign, a compliance assistance initiative of the Employee Benefits Security Administration (EBSA), is designed to improve workers' health and retirement security by educating employers and service providers about their fiduciary responsibilities under the Employee Retirement Income Security Act (ERISA).

HRACO and Rea & Associates have partnered to bring this presentation to Central Ohio.  This free event includes:

Registration
8:30 - 9:00 a.m.

Welcome & Introduction of Speakers – Rea & Associates, Inc.     
9:00 – 9:15 a.m.

Fiduciary Responsibility – U.S. Department of Labor               
9:15 – 10:30 a.m.

BREAK                                                                                   
10:30 – 10:45 a.m.

Fiduciary Responsibility (continued)                                           
10:45 – 11:45 a.m.

LUNCH                                                                                    
11:45 a.m. – 12:45 p.m.

Common Mistakes & Corrections – Internal Revenue Service (Invited)
12:45 p.m. – 2:00 p.m.

BREAK                                                                                     
2:00 p.m. – 2:15 p.m.

Common Mistakes & Corrections (continued)                                
2:15 p.m. – 2:45 p.m.

401(k) Fee Disclosure – Cost Structure & Vendor Benchmarking – Everhart Financial                   
2:45 p.m. – 3:30 p.m.

Fiduciary Tools – Rea & Associates, Inc.                                                 
3:30 p.m. – 4:00 p.m.

Questions & Answers                                                                                 
4:00 p.m. – 4:30 p.m.

SHRM

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