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Annual ERISA Fiduciary Training

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  • 2024 ERISA Fiduciary Training
     February 20, 2024
     9:00 am - 11:00 am

Both the Department of Labor and plaintiffs’ attorneys continue to focus on holding qualified plan fiduciaries responsible for their actions or inactions. With personal liability at stake, it is essential that fiduciaries be well trained and able to represent that fact to the DOL and to employee benefit plan auditors.
  
Hinkle Law Firm LLC has developed this unique training session specifically for plan fiduciaries. It will be conducted by Eric Namee, who has more than 38 years of experience in assisting clients with qualified plan compliance and handling DOL audits. This 2 hour session is designed to provide current, practical, and detailed guidance to those who serve in a plan fiduciary capacity.

  
Sign up now to reserve your seat. 

Topics to be Covered Include:

  • Fundamentals of Fiduciary Responsibility
  • Documentation Essentials
  • How to Select and Monitor Plan Service Providers
  • Tips on How to Mitigate Potential Fiduciary Liability
  • How to Properly Evaluate and Disclose Plan Expenses
  • Lessons to be Learned From Recent Fee Litigation
  • Fiduciary Best Practices

Attendees will receive a Certificate of Attendance documenting their participation, which can be provided to DOL and plan auditors. We have also applied for SHRM credit. 

When and Where is the Seminar?

Date: Tuesday, February 20

Time: 9:00 am – 11:00 am

Location: Hinkle Law Firm (Wichita Office) and virtual via Zoom

We are excited to welcome you with both an in-person and virtual option. We are mindful that situations may change prior to the event and will communicate with you and adjust accordingly, if necessary. Should you have any questions please don’t hesitate to contact us.

Who Should Attend?

Anyone who has fiduciary responsibilities or who regularly works with someone who has fiduciary responsibilities, including Plan Trustees, Plan Investment Committee Members, Plan Administrators, Human Resource and Benefits Managers. The training will also be useful to Plan Investment Advisors, Attorneys, Accountants, and Insurance Professionals.

Who Will Be Conducting the Training?

Attorney Eric S. Namee

How Much Does It Cost?

The registration fee is $225 per attendee.

Cancellations will be accepted up to two days prior to the event. You can transfer your registration at any time. If you have questions, please contact Melissa Smith at msmith@hinklaw.com.

Venue:  

Address:
1617 N. Waterfront Parkway, Suite 400, Wichita, Kansas, 67206, United States

Description:

Link to Map

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