*** EVENT POSTPONED UNTIL FURTHER NOTICE ***
FREE Basics of ERISA
Sponsored by Fennemore Craig and
the Phoenix Chapter of Western Pension and Benefits Council
How DOL Investigations Affect and
Create Trends in Retirement Plans
by
Theresa Conti, QKA, APR, ERPA, QPFA of Sunwest Pensions
and
Karlye M. Broten, CPA of CLA (CliftonLarsonAllen LLP)
Join us for a basic overview of DOL investigation hot topics and other current trends that are shaping retirement plans.
We will focus on DOL initiatives such as:
We will round out our discussion with other current trends and some best practices around:
Agenda
8:00–8:10am Check in and Continental Breakfast
8:10–9:00am Part I
9:00–9:10am Break
Location
Parking
The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events.
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