The Slavic 401(k) Compliance Course is an intensive 401(k) training session that focuses on Plan compliance and administration. It covers, in detail, the legal and operational issues addressed in recent IRS and DOL regulations. It is best suited for plan administrators and marketing management seeking to increase the effectiveness of the 401(k) Plan.
Some of the topics to be covered are: SEC & FINRA rulings on investment fees, broker commissions, and disclosure; IRS and DOL regulations, Client plan mergers, Operational procedures and plan fees, Control groups, Investment options and ERISA section 404(c), Compliance testing, and Fiduciary exposure.
Space is limited, so please be sure to make your reservations as soon as
possible.
The Slavic 401(k)
Compliance Course is available only to Slavic clients.
For more information please call Danelle Seymour at 800-356-3009 extension
1007 or e-mail her at danelles@slavic.net
Completing the registration form requires the free
Adobe Acrobat Reader.
Once you have submitted your reservation,
please mail a check made payable to Slavic Integrated Administration in
the amount of $250 per attendee. Mail to the attention of:
Danelle Seymour
Slavic Integrated Administration
1075 Broken Sound Parkway NW, Suite 100
Boca Raton, Florida 33487-3540
Payment must be received before attending.