DOL Regulatory Update Program at Retirement Plan Solutions - Emil Weatherbee

2012 Department of Labor (DOL) Regulations
A Game Changer for Employers
Retirement Plan Solutions - Learning Sessions

If someone who specialized in 401k plans cared about you being a Fiduciary of your company retirement plan, they would help to familiarize you with your new Fiduciary responsibilities arising from the new DOL Regulations taking effect July 1, 2012.

A February 2012 report titled, ERISA 404(a)(5) A Game Changer from leading independent financial industry expert Dalbar, Inc. states:

 
"…new 408(b)(2) regulations require plan sponsors themselves to act to avoid fiduciary risk.”

“Regulations make it a fiduciary breach for plan sponsors who fail to act.”

“Under the new regulations, plan fiduciaries must pro-actively determine if existing service arrangements are reasonable.”

Many fiduciaries have little to no awareness of these new regulations, or what they need to do to meet them.  We’re here to change that for Wisconsin employers. Our ten member firm, with 170 years of cumulative financial industry expertise, specializes in 401k plans; we do care.

Please join us at any of the following program covering DOL Regulatory changes:

            Thursday, April 19, 11:30 am – 1:30 pm

            Retirement Plan Solutions

            394 Williamstowne, Suite 101

            Delafield, WI 53018

            (Lunch provided)

            Wednesday, April 25, 11:30 am – 1:30 pm

            North Shore Country Club

            3100 West Country Club Drive

            Mequon, WI 53092

            (Lunch provided)

            Tuesday, May 15, 5:30 pm – 7:30 pm

            Cedarburg Cultural Center

            W62 N546 Washington Avenue

            Cedarburg, WI 53012

            (Hors d’oeuvres provided)

TO REGISTER, CALL OR EMAIL PAM AT RETIREMENT PLAN SOLUTIONS:
 

(262) 641-0800  OR  pam@rplansolutions.com