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Sunday, September 25, 2011

10:15 AM - 11:15 AM
Track: Pre-Conference: Financial Wellness at Work View Track

PANEL DISCUSSION: RETIREMENT EMPLOYEE EDUCATION FOCUS- SURVEYING THE LANDSCAPE

Panelist: Alice Whinnery, CEO, LFE INSTITUTE
Panelist: Robert West, ERISA Attorney, HAYNES BENEFITS PC, ATTORNEYS AT LAW
Panelist: Trisha Brambley, President, RETIREMENT PLAYBOOK, INC.
Skip Massengill, Chief Education Officer and Founder, RETIREMENT EDUCATION INSTITUTE (REI)

Learn from our team of experts as they demystify the latest ERISA legislation and trends and give you step-by-step guidance on how you can stay ahead of the curve as a retirement plan fiduciary in a very rapidly changing legal environment.

  • Why liability exposure is increasing for most plan sponsors and what you can do to stay ahead of the curve so that your company bucks this trend.
  • Who is really a fiduciary, who is not a fiduciary, and what exactly this means in today’s legal climate
  • How to protect yourself, your investment committee and your company from legal liability by effectively managing your retirement plan and providing employees with educational tools and programs to help them make informed investment decisions

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