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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

For the past 12 years, the accounting firm of Gelman, Rosenberg & Freedman has consistently provided the Chesapeake Bay Foundation (CBF) with superior services.  The Gelman, Rosenberg and Freedman team, led by partner Terri McKnight, is knowledgeable about the nuances of the nonprofit industry, as well as attentive and thorough in their responses to any questions and concerns.

Fay Nance |  Chief Financial Officer
Chesapeake Bay Foundation