American Westbrook Insurance Services

American Westbrook Insurance Services

800.894.9091

What Retirement Plan Sponsors Need to Know about the Department of Labor’s (DOL) Proposed Regulation for Defining an ERISA “Fiduciary”

Webinar Offered:
Tuesday, July 7, 2015 @ 10:00 am CT
Thursday, July 9, 2015 @ 1:00 pm CT

RSVP:
bjacobs@amwestbrook.com
Please include your contact information and the date you wish to attend

The DOL’s sweeping proposed regulation expands the universe of individuals who are subject to ERISA’s fiduciary standards when advising 401(k) plans and other qualified retirement plans. This webinar will provide an overview of the proposed regulation and provide insight to plan sponsors regarding how their plans may be affected. Of particular interest to many plan sponsors will be significant changes related to participant investment education.

There is no cost to attend this event (plan sponsors only, please).

Questions? Call Brett Jacobs at 312. 307. 9064

Hosted By:
Joel Shapiro
Jennifer Brooks

About Retirement Plan Advisory Group

American Westbrook is a member of Retirement Plan Advisory Group (RPAG). The consulting services we will provide to your company as a result of our membership with RPAG includes, but is not limited to, investment due diligence, RFP and Fee Benchmarking, Plan Design and Fiduciary Review and Communication services.

Retirement Plan Advisory Group is a professional alliance of accomplished advisors that demands and delivers a higher-level of strategies, systems and services for qualified and nonqualified plan sponsor clients. As one of the largest independent consulting networks in the U.S., our services – including investment analysis, plan design, fee benchmarkings and employee communications – help to enhance investment opportunities for participants, while protecting fiduciaries from liability and loss. Learn more at www.rpag.com

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120 Vantis, Suite 400 • Aliso Viejo, CA 92656 | 949.460.9898 | 800.959.0071 | 949.460.9893 fax
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