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Event Details

    May Monthly Meeting ~"10 Things you're probably doing wrong (or doing right) as a plan fiduciary"

    Date: May 21, 2013, 11:15am – 1:00pm
    Meyer's Lake Ballroom
    3218 Parkway St.
    NW Canton, Ohio 44708
    $20.00 Members $25.00 Non-Members $10.00 SCHRA Students
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    Topic: "10 Things you're probably doing wrong (or doing right) as a plan fiduciary"

    Speaker: Todd Hnatyszyn -USB Financial


    Todd will be talking to us about the "10 Things You Are Probably Doing Work (or not doing right) As a Plan Fiduciary".  These include: 

    1. Not having a plan/plan investment committee;
    2. Not having committee meetings;
    3. Not keeping minutes of committee meetings;
    4. Not having an investment policy statement (IPS);
    5. Not removing "bad" funds from your plan menu;
    6. Thinking your plan qualifies for 404(c) protection - and misunderstanding what that means;
    7. Depositing contributions on a timely basis;
    8. Not monitoring providers on a regular basis;
    9. Not following the terms of the plan document; and
    10. Not realizing who is a fiduciary - and what that means.




    Salads, Vegetable Lasagna with white sauce
    garlic toast, and assorted cookies

    The program has been approved for 1.0 (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit