You are cordially invited to join your peers and a select group of leading industry professionals for a retirement plan breakfast symposium. Our event will help you become better equipped with strategies and answers to address your organization’s retirement plan needs amid the complex regulatory environment of 401(k)’s, 403(b)’s and pension retirement plans.
Our interactive agenda includes:
- Using Benchmarking to Help Create an Efficient and Cost-Effective Retirement Plan – Presented by Brian Blair, CIMA, Eaton Vance Investment Managers
- Improving Your Audit: How to Make Your Retirement Plan Audit Easier – Presented by Courtney Barrack, CPA, Keiter
- Creating Retirement Results: How behavioral finance can help your employees make better financial decisions – Presented by Alex Assaley and Daniel Haverkos, AFS 401(k)
Who Can Benefit:
CEOs, CFOs, Benefits Managers, Human Resource professionals, CPAs and anyone else with responsibility for managing or administrating a workplace retirement plan. You will have valuable networking opportunities with other plan sponsors and administrators as well as with industry experts.
Event Information & Registration:
Wednesday, October 24, 2012
7:30am to 11:00am
Hilton Richmond Hotel & Spa – Short Pump
12042 West Broad Street
Richmond, VA 23233
Keiter, AFS 401(k) Retirement Services, SCF Financial Service Partners
The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.