Directly Speaking:

From the DOL to NAIFA-Denver

Presenter: Cynthia Smith Shewmaker, United States Department of Labor

Thursday, January 19th, 2017 

Business Builder Meeting

Cherry Hills Country Club

 11:30 a.m.- 1:00 p.m. Luncheon and Meeting

NAIFA-Denver Members: Free

Guests: $25.00

We are all aware of the impact the DOL Fiduciary compliance has on our industry. We're bringing the DOL to our January meeting to bring us insight into these regulations. Topics will include: 

• ERISA (Employee Retirement Income Security Act) and ERISA Fiduciaries
• EBSA (Employee Benefits Security Administration
• Types of EBSA investigations
• Prohibited Transactions under a retirement program
• Monitoring Plan Investments
• Qualified Default Investment Alternatives
  • Target Date Funds
  • Fees
• EBSA enforcement initiatives

Register Now!