How To Survive A DOL Audit & Breakfast

The Schallmoser/Froman Group at Merrill Lynch in conjunction with the Rolling Meadows Chamber of Commerce cordially invite you to a presentation on "What to Expect from an Employee Benefits Security Administration (EBSA) Investigation", "Fiduciary Best Practices", and "Understanding Retirement Plan Fees and Expenses."

Presentation qualifies for 1 hour of CE Credit for CPAs and 1.5 hours for the following designations: PHR and SPHR

How To Survive A DOL Audit & Breakfas...

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Date and Time

Tuesday Sep 15, 2009
7:30 AM - 10:30 AM CDT

Tuesday, September 15, 2009

Agenda:

7:30 am Welcome & Breakfast Served

8:00 am Opening remarks and speaker introduction

8:05 am How to survive a DOL audit

9:00 am Fiduciary Best Practices

9:45 am Retirement Plan Fees & Expenses

10:15 am Closing Remarks

10:30 am Adjourn

Location

LaMirage Restaurant

3223 Algonquin Rd.

Rolling Meadows, IL 60008

Fees/Admission

Free (Requires Advanced Registration)

Website

http://www.ml.com

Contact Information

RSVP to Jeff Froman at 847-605-4412
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