Seyfarth Shaw LLP, Holthouse Carlin & Van Trigt, LLP, United Retirement Plan Consultants, T. Rowe Price, and Legg Mason have joined forces to present a series of seminars designed to inform Retirement Plan Advisors of the key things they need to know.
- When was the last time that your client met with an ERISA attorney to discuss trends in regulations or lawsuits brought against plan sponsors?
- When did you last meet with an ERISA auditor to discuss the most common causes for a Department of Labor plan investigation or ways to help your client avoid an audit?
- Has the client spoken lately with a third party administrator to review if the original goals of putting the plan in place are still valid? Is the plan today an employee benefit, a tax shelter, both, or neither?
If the answers to some—or most—of these questions is an uncomfortable pause, then this is an event you do not want to miss!
If you have any questions, please contact Valerie Norris at firstname.lastname@example.org and reference this event.