SIGN UP NOW!
It's FREE!

Create a Profile and Start Networking with HR Professionals
Register Now - It's Free Registration info
 
Member Content
Blogs | Questions | Files | Events | HR Groups | Members


  • Upcoming Events
  • Past Events
  • Public Events

More Virtual Conferences

Upcoming Conference
24 April - 25 April 2014

Rewards and Recognition

Upcoming Conference
29 April - 30 April 2014

Quality of Hire

Upcoming Conference
5 May - 6 May 2014

Performance Management

My Events
View and edit your current events.
Add Event

Click the "add event" button to create a listing for your event

Advertise Here

The Day for Disclosure Draws Near: Are You Ready?

Topic:
The Day for Disclosure Draws Near: Are You Ready?
Date:
August 7, 2012 at 1:30 - 2:30 PM ET
Presenters:
Dale Vlasek, Attorney(McDonald Hopkins LLC)
Colin Fitzpatrick Smith, retirement plan designer(The Retirement Company, LLC)
webcastImgVirtual
Description
We will be covering the details of fee disclosure, this time to plan participants that will begin on August 30, 2012.

Among those details will the acceptable, according to the Department of Labor, format for these fee disclosures to plan participants:

The disclosures can be emailed or snail mailed depending upon the participant’s preferences and the participant reserves the right to change their mode of delivery at their discretion.

We will define, according to the dictates of the Department of Labor, to whom these disclosures must be delivered:

Delivery is not limited to current participants and anyone who is eligible to participate in the plan must receive the disclosures.

We will offer various courses of action to be taken to prepare for the disclosure event:

A coordinated effort between all advisors to the plan, from accountants and attorneys to advisors and administrators as this initial disclosure event is likely to create quite uproar among plan participants.

Why?

Recent surveys would indicate that both plan sponsors and plan participants are blissfully unaware that any fees are imposed on their retirement plan. To be apprised that there are fees, and some are likely to be egregious, will undoubtedly trigger a slew of shrieking from plan participants and a coordinated plan designed to address the concerns of plan participants, before disclosures begin, is essential.

And the planning for this date of disclosure should begin now,

So, we will provide attendees with a step by step course of pro-active action so they can be prepared for August 30, 2012.

Who Should Participate
Anyone who is involved, directly or indirectly, with the administrative functions of the plan should attend
What You Will Learn
What you will learn? a. how to prepare for August 30 b. how to prepare for after the first disclosure reactions c. who can help you prepare for those two events xxx xxx xxx xxx xxx xxx xxx xxx
Recommended Resources
There are any number of recommended resources Dale and I are willing to provide…..pre session requests can be made to either of us by email or calling us. After the session, the same procedures can be followed.
Communities
Benefits
Retirement Benefits
Healthcare Legislation and Compliance
ERISA
Benefits - Cost Containment, Audits and Legal Risks
Presented by
spacer
speaker spacer
Dale Vlasek
McDonald Hopkins LLC

View Profile
spacer
spacer
speaker spacer
Colin Fitzpatrick Smith
The Retirement Company, LLC

View Profile
spacer
Event Sponsors
McDonald Hopkins LLC
About McDonald Hopkins -- A business advisory and advocacy law firm Despite the complexity and uncertainty in the world today, our 140 attorneys are focused on insightful legal solutions that help our clients strategically plan for an increasingly competitive future. That is why we have a more than 80-year track record of counseling our clients through the most difficult times. We are a business advisory and advocacy law firm with lawyers in six strategic locations -- Chicago, Cleveland, Columbus, Detroit, Miami and West Palm Beach. In our most recent survey, we found that our clients are intensely loyal and confident in us. Although proud of the results, we are always striving to enhance our client relationships by exceeding their expectations. Our comprehensive legal services are provided by teams of specialized attorneys and professionals who recognize that clients expect us to understand the complexities of their business or individual needs. Our service and industry specialties are designed to meet the growing challenges our clients face in an increasingly competitive environment. We approach every day with an entrepreneurial spirit and keen insight that enable us to furnish enhanced value.
The Retirement Company, LLC
The Retirement Company, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry.
File List
Feedback
Name Comment Rating
Image of Donald Sabathier Donald Sabathier
Sabathier & Associates
5 / 5
Excellent Presentation
Image of Nica Kellum Nica Kellum
FedEx HQ
4 / 5
Very Good Presentation
Image of Samantha Cooper Samantha Cooper
Buffalo Wild Wings
2 / 5
Poor Presentation
Image of Karen Higgins Karen Higgins
MOSAIC Technologies Group
4 / 5
Very Good Presentation
Image of Joyce Purdy Joyce Purdy
Siltronic Corporation
3 / 5
Good Presentation
Image of NANCY LUBECK NANCY LUBECK
KaMin LLC
5 / 5
Excellent Presentation
Image of Michael Huddy Michael Huddy
Westmoreland Vesper & Quattrone
5 / 5
Excellent Presentation
Image of Donna Willis Donna Willis
CST Storage
5 / 5
Excellent Presentation
Image of Dalene Crowder Dalene Crowder
Verizon Telecom
4 / 5
Very Good Presentation
4 / 5
Very Good Presentation
Image of Alethea Arnold Alethea Arnold
Wacker Siltronic Corp
Thank you very informative. 5 / 5
Excellent Presentation
Image of Laurie Hayden, PHR Laurie Hayden, PHR
The Dutch Group
thanks for the valuable information 4 / 5
Very Good Presentation

Do you have any comments that you would like to share about the value of this session?

Please help others considering viewing the archive understand the value of the session. How would you rate this presentation?
Excellent        Very Good        Good        Fair        Bad       

Are you becoming an industry expert? Each One Hour Webcast on HR.com is reviewed and can qualify for an Institute for Human Resources credit. The Institute for Human Resources Certification Program provides HR Professionals with an opportunity to specialize in one vertical or domain, making them an Industry Expert. Each of HR.com’s webcasts are reviewed and evaluated against the verticals/domains criteria, and one credit hour can be applied to the appropriate vertical or domain.
For more information regarding the IHR Certification Program, please click here or visit: http://www.hr.com/en/ihr_certifications/
Did you know that each one-hour webcast is submitted to qualify for HR Certification Institute recertification credits? The archive of the webcast also qualifies recertification credits, for one (in some cases two) year(s) after the original broadcast. You can get your PHR, SPHR, GPHR and credits all without ever leaving your desk. We know how busy today's successful HR professionals are, which is why we're committed to delivering the best education to you in an easy and entertaining format. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org
"The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit."
WorldatWork Society of Certified Professionals. Recertification credit for this event applies to the Certified Compensation Professional (CCP®), Certified Benefits Professional® (CBP), Global Remuneration Professional (GRP®), Work-Life Certified Professional (WLCP®), Certified Executive Compensation Professional (CECP™) and Certified Sales Compensation Professional (CSCP™) designations granted by WorldatWork Society of Certified Professionals.

Recertification credit for this event can be taken by entering it into your online WorldatWork Society recertification application and entering the program date, title and length. Please note that the CECP and CSCP designations require a minimum number of credits from executive and sales compensation-related activities. For more information on recertification, visit the WorldatWork Society recertification webpage at www.worldatworksociety.org/recertification.


Sitemap   |   Advertise With Us