Managing Fiduciary Risk Registration Page

Event Registration: Managing Fiduciary Risk in Your Retirement Plan

Gelman, Rosenberg & Freedman CPAs
4550 Montgomery Avenue, Suite 650N, Bethesda, MD 20814
Tuesday, April 16, 8:30 am – 10:00 am

This event has reached its limit of 15 registrations. If you want to be put on the wait-list in the event of a cancellation, please fill out the form below. Our presenters also indicated the possibility of giving this presentation again if we receive additional registrations, so if you arrived here due to an interest in the topic, please fill out the form.

Gelman, Rosenberg & Freedman CPAs will host Phil Lazzari, Senior Vice President of UBS Financial Services, and Jennifer Miller, Regional Sales Director of Great-West Retirement Services, in a discussion to provide nonprofit organizations with strategies for managing fiduciary risk in their retirement plans. Please note that only clients of the firm and invited guests may register for this April 16 event at this time.

Because this discussion is intended to encourage conversation among a small, intimate group, we are accepting registrations from the first 15 individuals who complete the form below. If we receive additional interest, we will schedule a second event.

Many nonprofits that sponsor 401(k) and 403(b) benefit plans are not fully aware of their responsibilities as fiduciaries and the regulations that pertain to retirement plans. Register below for this one-hour seminar to learn more about:                                                             

  • Are you a fiduciary and are you meeting your fiduciary requirements?

  • Understanding the new fee disclosure requirements 408(b)(2) and 404(a)(5)

  • Understating revenue sharing

  • Identifying potential fiduciary breaches

  • How to put requirements to practical use

    Breakfast begins at 8:30 am with the program to run from 9 am to 10 am.


Phil Lazzari headshotPhil Lazzari
UBS Financial Services
Senior Vice President

JenJennifer Miller, Regional Sales Director, Great-West Retirement Servicesnifer Miller
East-West Retirement Services
Regional Sales Director

Please Complete the Registration Form Below

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This was my first time working with auditors and I was bracing for a tough audit and tax experience, but Jim Larson and his engagement team were very patient, kind and accommodating in breaking down their complex questions into layperson’s terms I could understand.

Carol |  Binstock
The Quixote Center