Next Educational Meeting is:
"New Regulations Signal Major Changes in 401(k) Plans Speakers: Richard W. Flynn, CEBS President Flynn 401(k) Solutions
New rules requiring the disclosure of internal fees and charges against account retirement plan assets may drive major changes in how 401(k) plans are funded. The new rules, first proposed by the DOL in September of 2008, are the result of years of congressional hearings aon the operations of qualified retirement plans and the investment products used to fund their benefits. Of particular concern to the regulators is the transparency of such investments to plan participants who must choose from an array of investment choices.
The new regulations will present a detailed array of new information to be used:
1. By the Plan Sponsors in their role as plan fiduciaries to select and monitor plan investment choices, and
2. By Plan Participants to choose from the investment choices available and evaluate the internal costs of such investment choices as they accumulate dollars for retirement.
The required disclosures deal with information that is unfamiliar to most human resource and benefit professionals--the fees, charges and levies made internally as part of the asset investment process for the funding of ERISA governed retirement plans.
This discussion will center on how these rules work, who is responsible for disclosure, the role of deregulation, and the impact the new disclosures should have on human resource management, plan sponsors as fiduciaries, participants and funding.
Speaker will begin by 11:45 for this meeting
Place: Haggar Clothing Co. Headquarters
11511 Luna Road (one half mile south of 635, just west of 35)
Free parking onsite, top level of Parking Garage ONLY.
Cost: $20 for current Chapter Members; $35 for All Others
Registration & prepayment via PayPal: http://www.dfwiscebs.org
Registration only: davidw@gpatpa.com or 972-744-2328
PLEASE NOTE: Only cash or check accepted at the door.
Pre-registration Deadline: Friday, November 4th
Admission and/or Lunch cannot be guaranteed if you do not pre-register. Individuals may be billed if they pre-register but do not attend. If you prepay and must cancel you will be allowed a credit for the next meeting. For PayPal users, please indicate in the “Message to Seller” section the name of the individuals who will be attending the meeting if you are paying for more than one person.
The Dallas/Ft. Worth Chapter of ISCEBS is a non-profit organization dedicated to enhancing one’s career in employee benefits. Chapter membership is open to ISCEBS members (CEBS graduates and GBA and RPA designees), and students of the CEBS program. Attendance at educational programs is open to everyone. More information about the local chapter and directions to the meeting are available at http://www.dfwiscebs.org/
If you know of anyone who would like more information about the DFW Chapter of ISCEBS or the educational meetings, please have them contact me. If you do not wish to receive information about DFW ISCEBS, including meeting notices, please reply to the e-mail to be removed from the e-mail list.
David W. West, CLU, CEBS
DFW ISCEBS Chapter Administration
(972) 744-2328 (direct)
(972) 808-3174 (fax)
(469) 222-4002 (cell)
davidw@gpatpa.com
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Registration: Register from a link on our website,
http://www.dfwiscebs.org/.
The DFW ISCEBS Chapter is a non-profit organization dedicated to
enhancing one's career in employee benefits. Our chapter membership is
open to ISCEBS members (CEBS graduates and GBA and RPA designees) and
CEBS students. Attendance at monthly chapter educational programs is
open to everyone. More information about our local chapter is available
Mark your calendar now for our meetings which are held on the 2nd Thursday of each month (except the months of July and December).
The DFW ISCEBS Chapter is a non-profit organization dedicated to enhancing one's career in employee benefits. Our chapter membership is open to ISCEBS members (CEBS graduates and GBA and RPA designees) and CEBS students. Attendance at monthly chapter educational programs is open to everyone. More information about our local chapter is available at http://www.dfwiscebs.org/
