Please join us for our 2018 Palm Beach Fiduciary Summit at Abe & Louie's on October 18th from 11:30 am to 2 pm (lunch will be provided)
We will have keynote speaker Dave Donaldson, a former Sr. Investigator for the DOL. David spent many years working for the DOL and will provide an overview of DOL audits, what they look for, and best practices to help avoid them. 67.7% of audited 401(k) plans results in penalties, fines, or other monetary results in 2016. If your plan was audited, would you be in the 32.3%?
We will also hear from Brett Shofner, Sr. Vice President of Work Plan Retire, on a new way to quantify and truly measure whether or not your 401(k) plan is successful. Our industry has done a poor job articulating what a successful retirement plan actually looks like, and with this new tool, employers can now measure and track the success of their plan going forward.