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Managing Fiduciary Risk in Your Retirement Plan

Event type:  Workshop
Date:  April 16, 2013
Time:  8:30AM EST-10:00AM EST
Location: 

Gelman, Rosenberg & Freedman

4550 Montgomery Avenue NW, Suite 650N

Bethesda, MD 20814

Details: 

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. Join us at a one-hour discussion 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  

Presenters:  Jackie Cardello

In the years that I have been working with Robert Albrecht, he has proven to be one of the most productive, reasonable and reliable auditors I have ever worked with. He takes his time analyzing the audit conditions at HQ and mission level before the audit to ensure that the time spent at our facilities is productive and can be 100% dedicated to the important task of finishing a reliable, complete audit in a timely manner

Luis M. Garcia |  Director of Finance
Action Against Hunger (ACF) International