Learn fast, easy-to-use tools and techniques to transform unproductive confusion about the demands on fiduciaries into predictable outcomes. This seminar equips you with the most effective tools to satisfy the changing fiduciary requirements of the Employee Retirement Income Security Act ("ERISA") and their effect on what you should do.

BENEFITS OF ATTENDING

• Obtain specific steps that pass the DOL's fiduciary audits
• Case studies that reveal mistakes to avoid
• Know why more than investments hurt fiduciaries
• Learn what's changing about fiduciary compliance
• Emerging standards that define what you should do in 2011

WHAT YOU WILL COVER

• The structure and nature of the new fiduciary rules
• What the Department of Labor's fiduciary audits cover
• The skills you need to fulfill the four disciplines of fiduciary responsibility
• Clarify and eliminate confusion about fiduciary duty
• The practices you need that will satisfy ERISA
• Case studies that reveal fiduciary mistakes to avoid
• Coming changes in service providers' fees
• Results of audits of investment firms and what they reveal that will alter your procurement process

WHO SHOULD ATTEND

Members of boards of directors, chief financial officers, members of investment committees, human resource executives, and anyone who performs fiduciary related activities for their organization's ERISA pension plan.

The HR Certification Institute pre-approved this course for 3 continuing education credits.

Extended Seminar Outline

Registration Fees.
The full fee is payable at the time of registration. All fees include the cost of seminar materials. Remember, this fee is tax-deductible (see Treas. Reg. 1 162-5). Please note: Registration fees and seminar schedules are subject to change without notice.

Transfer, cancellation, and refund policy.
You may transfer to a future session, send someone to take your place, or cancel without penalty at any time up to three weeks prior to your seminar. If you provide Roland|Criss with less than three weeks notice, or fail to attend, you will be liable for the entire seminar fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can. Please call us, therefore, at 1-800-440-3457.