Join PSCA and Diversified Investment Advisors for a Fee Disclosure Workshop
WEB Network Event Notice
DOL Plan Fee Disclosure UPDATE: What Should Employers Do NOW?
Date: Thursday, January 26, 2012 (7:30 a.m. to 9:30 a.m.)
Contact Name: WEB Chicago West
Contact Phone: 630-395-9582
Contact Fax: 630-395-9584
Location: Hilton Inn Lisle/Naperville 3003 Corporate West Drive (On Warrenville road in Lisle) Lisle, Illinois 60532
Are you ready? The deadlines are almost here! Join us for the " Who, What, When, and How To" every plan sponsor needs to know about the DOL requirements. WHAT disclosures are required under 408(b)(2) and 404(a)? WHO should provide what information? WHEN should you obtain this data and to whom do you need to disclose it? WHAT steps should you be taking and HOW are you going to communicate this information to participants? HOW should you prepare for the potential questions that may be asked? This meeting will provide guidance from two renowned industry experts.
David Wolfe, Partner, Drinkle, Biddle and Reath, will present the legal requirements and compliance strategies. Karen Kay Barnes, Managing Counsel, McDonald's Corporation, will present the approach, ideas and the thought process from a plan sponsor perspective.
This meeting is being jointly presented with the Plan Sponsor Council of America (PSCA). PSCA members can attend this meeting at the WEB member rate.
Meeting Sponsor: Diversified Investment Advisors 312-596-3901
Please fax any questions you may want to discuss in this meeting to Linda Esposito 630-395-9584 or email [email protected]