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Raymond James and LeBow Present: The Corporate Retirement Plan Industry: Regulatory Changes and Fiduciary Best Practices
| Date and Time: | Thursday, April 12 at 07:30 AM until 10:00 AM |
| Location: | |
| Event Type: | Alumni Executive Education General Events Lifelong Learning Professional Development |
| Description: | Raymond James and LeBow Present: The Corporate Retirement Plan Industry: Regulatory Changes and Fiduciary Best Practices Thursday, April 12, 2012 7:30 a.m. Registration & Breakfast 8:15 a.m. Keynote Presentation - DOL 9:00 a.m. Panel discussion 9:45 a.m. Q&A Program Details: Corporate retirement plan summit that will inform participants about DOL regulations related to plans covered by ERISA (408(b)(2), 404(a)(5), audit red flags, voluntary correction programs) and fiduciary best practices. Program Objectives: -To educate attendees on the DOL's final 408(b)(2) and 404(a)(5) regulations -To inform attendees on the Voluntary Fiduciary Correction Program (VFCP), to encourage employers' voluntary compliance with the Employee Retirement Income Security Act (ERISA) -To share industry best practices related to corporate retirement plan governance, plan design, investments, education, and vendor management. Host & Moderator: Dean George Tsetsekos, Ph.D. Keynote Presentation: Norman Jackson, MBA, Deputy Regional Manager, US Department of Labor, EBSA Lisa S. Scimeca, Associate Regional Director, US Department of Labor, EBSA Industry Panelists: Melissa B. Kurtzman, Shareholder, Littler Mendelson P.C. Maria T. Hurd, CPA, Director, Belfint, Lyons & Shuman, P.A. Rocco DiBruno, CIMA, AIFA, Director, Retirement Group, Thornburg Investments Joshua H. Anderson, AIF, Financial Advisor, Allen Investment Group of Raymond James Earn 2 Continuing Professional Education (CPE) credits in the field of Administrative Practices. Delivery Method: Group/live Level: Basic No prerequisites or advanced preparation required. National Registry of CPE Sponsors - LeBow College of Business, Division of Drexel University, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Earn 2 Human Resource Certification Institute (HRCI) credits This program,105138, has been approved for 2 (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. Please be sure to note the program ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. |
| Contact Person: | Cassandra Brown |
| Contact E-mail: | cassandra.l.brown@drexel.edu |
| Contact Phone: | 215.895.6294 |
