November 4, 2011
Checking Out Employer Sponsored Retirement Plans
Employer Sponsored Retirement Plans:
Fiduciary Best Practices, Fee Transparency & Advanced Plan Design
November 18, 2011
A team of experts will present a comprehensive 3.0 CLE hour seminar on managing fiduciary liability, 401(k) fee transparency and cost control, as well as cash balance plans and strategic tax deductions on Friday, November 18, 9:00am-12:15pm. Presenters include Scott Everhart, President and founding firm member of Everhart Financial Group; Brian Hanna, Senior Relationship Manager for Everhart Financial Group; Kevin Bergdorf, Trinity Pension Consultants and Steve Sansone, Kravitz Investment Services.
Click here to register online, or call 614/221.4112 to register over the phone.