Buffalo Attorneys to Present at International Society of Certified Employee Benefit Specialists Event

May 13, 2015

By: John C. Godsoe

Getting it Right - Know Your Fiduciary Responsibilities

Hilton Garden Inn Albany Airport, 800 Albany-Shaker Road, Albany, NY
1:30 - 2:00 p.m. - Registration & Light Refreshments
2:00 - 4:45 p.m. - Presentation & Discussion

Operating an employee benefit retirement plan can be challenging! Attend this program to help increase your awareness and understanding about the basic fiduciary responsibilities when operating a retirement plan.

The panel of speakers will help employers and service providers understand how the fiduciary responsibility provisions of the Employee Retirement Income Security Act (ERISA) apply to employer-sponsored retirement plans, and provide information on how to avoid common problems in managing a plan.

Keynote Presentation:
What are your fiduciary responsibilities?

Mary W. Rosen, J.D., Associate Regional Director, Boston Office, U.S. Department of Labor, Employee Benefits Security Administration

Fee structures and fairness:
How does your plan work?

John Godsoe, Esq. and Daniel Sharpe, Esq.

How can you be confident your fees are reasonable?
Is benchmarking enough?
Edward M. Lynch, Jr., AIFA®, RF™, GFS™, C(k)P® and Charles Humphrey, Esq.

What should you be getting from your auditors?
Barb Danner, CPA and Michelle Sullivan, CPA