New Serious Risks For Employee Benefit Plan Sponsors- Learn New Strategies To Minimize Exposures & Maximize Plan Participants Retirement Readiness

401(K) crackdown image.

Sponsored by CJM Wealth Management &             Long Island Autism Communities

 

Attend Our Special 401(k) Breakfast Seminar for CEOs, CFOs & HR Executives

 

Featuring Leading Experts:

  • Charles Massimo, CEO, CJM Wealth Management & ERISA 3(38) Fiduciary
  • Nichelle Langone, Esq., Supervisory Investigator, U.S. Department of Labor, Employee Benefits Security Administration
  • Eric Paley, Esq, Partner and Group Co-Leader, Labor & Employment Practices, Nixon Peabody LLP
  • Ashish Shrestha, Vice President, Dimensional Fund Advisors

 

  • What you will learn:

  • Plan sponsors’ fiduciary responsibilities
  • The changing landscape (and new laws) for plan sponsors and pitfalls to avoid, including the growing number of employee lawsuits against plan sponsors for failing to manage their retirement plans effectively and protect the interests of plan participants
  • What to expect from an ESBA investigation
  • Legal strategies to promote regulatory compliance and avoid litigation
  • New targeted strategies to help increase employees’ retirement success
Date:      Wednesday, July 13, 2016,

 

 

Time:      8:00 – 10:30 AM (Registration, Continental Breakfast, Program & QA Session)

Where:   The Harvard Club, 33 West 44th Street, New York, NY 10036

RSVP:    By July 8th, 2016 at www.New401krules.com or donna@cjmwealth.com               Telephone: (631-777-1030)

Register to review & upgrade Employee Benefits Plans Before 2017

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For further information, please call Donna at 631.777.1030 or email donna@cjmwealth.com

Read the Article: New regulations address conflicts for advisers.

CJM Wealth’s CEO Charles Massimo says clients need to look out for their own interests and make sure their adviser has no conflicts.

Download Article

Register Today — Admission is Free.

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Register Today — Admission is Free.

Your Name (required)

Title (required)

Company (required)

Email Address (required)

Join Us

Westbury Manor
1100 Jericho Turnpike
Westbury, NY 11590

For further information, please call Tara at 631.777.1030 or TARA@cjmwealth.com

 

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