Retirement Plan University- Fiduciary 401(queso)

Retirement Plan University- Fiduciary 401(queso)

September 12, 2019 2:00 PM
September 12, 2019 5:00 PM

Retirement Plan University presents it's 3rd Quarter session: Fiduciary 401(queso)!

Our Guest Speaker for the event is David Donaldson, a former Department of Labor senior investigator. After spending years of doing DOL 401(k) audits and investigations, Donaldson, founder and CEO of ERISA SMART, helps educate plan sponsors to understand their fiduciary duties.

Donaldson will let attendees know what proactive steps they can take to help "audit proof" their plan as he presents Plan Management: Through the Eyes of a Former DOL Senior Investigator.

Join us at Superior Girll-Highland Rd. (Meeting Room) on September 12th at 2pm for this presentaiton. Please join us afterwards for cocktails, queso, hors d'oeuvres, networking, and drawing for door prize ($50 Superior Gift Card).

This presentation is ideal for Plan Sponsors, HR Professionals, CFOs, CEOs, and business owners.

This Retirement Plan University event is brought to you by these sponsors:

Horizon Financial Group

Sentinel Pension


T. Rowe Price



Legg Mason