How to Survive an ERISA Audit

Interested in knowing more about employee pension and health plans?  Join our program…

September 10, 2009

7:30 AM – Breakfast (generously provided by The Principal Financial Group)
8:00-9:00 AM – Scott Campbell
9:00-10:00 AM – ERISA Hot Topic Panel Presentation

Location:          University Martin Center,  105 Fir Hill St.

Scott Campbell, Supervisory Benefits Advisor for the Employee Benefits Security Administration U.S. Department of Labor, will discuss how to prepare for a Department of Labor audit and how to avoid being selected for an audit. Mr. Campbell’s presentation will be followed by an ERISA Hot Topic Panel Presentation, covering fee disclosure, education v. advice, and Qualified Default Investment Alternatives.

Three students may attend free, by being selected from a random drawing.  To enter the drawing for free registration, submit your name, e-mail address and telephone number no later than Sept. 4 to Michele Novachek in the Office of External Programs (manovac@uakron.edu).  All are welcome to pay the $50 registration fee to attend.

For more information and for paid registration, visit: www.uakron.edu/continuinged