Please join us for our 2016 Palm Beach Fiduciary Summit at The Club at Ibis on October 18th from 11 am to 2 pm.
Our keynote speaker will be former DOL Sr. Investigator David Donaldson, who will be covering the new Fiduciary Rule and what it means for plan sponsors. David spent many years working for the DOL and will provide an overview of 401(k) audits and best practices to help avoid them.
Russell Adamczyk of RSM will also provide commentary on how working with the right auditing firm can help ensure that your retirement plan is in compliance with Department of Labor standards.
We will also have Brett Shofner of American Portfolios discussing how plan sponsors can truly measure their retirement plan's succes and whether or not your retirement plan is truly working.
Lunch will be provided.
If you have any questions, please reach out to Matthew Stewart at 561-665-4777 or [email protected]