How To Survive A DOL Audit & Breakfast
The Schallmoser/Froman Group at Merrill Lynch in conjunction with the Rolling Meadows Chamber of Commerce cordially invite you to a presentation on "What to Expect from an Employee Benefits Security Administration (EBSA) Investigation", "Fiduciary Best Practices", and "Understanding Retirement Plan Fees and Expenses."
Presentation qualifies for 1 hour of CE Credit for CPAs and 1.5 hours for the following designations: PHR and SPHR
How To Survive A DOL Audit & Breakfas...
Date and Time
Tuesday Sep 15, 2009
7:30 AM - 10:30 AM CDT
Tuesday, September 15, 2009
Agenda:
7:30 am Welcome & Breakfast Served
8:00 am Opening remarks and speaker introduction
8:05 am How to survive a DOL audit
9:00 am Fiduciary Best Practices
9:45 am Retirement Plan Fees & Expenses
10:15 am Closing Remarks
10:30 am Adjourn
Location
LaMirage Restaurant3223 Algonquin Rd.Rolling Meadows, IL 60008
Fees/Admission
Free (Requires Advanced Registration)
Website
Contact Information
RSVP to Jeff Froman at 847-605-4412
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