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Fiduciary Responsibilities of the Business Owner
Fiduciary Responsibilities of the Business Owner
. Please Note --> This is a Past Event!! .
Date:
5/3/2016
Time:
7:30 AM TO 9:00 AM
2009 Market Street
Camp Hill, Pennsylvania 17011
Phone:
717-975-8800
Event Description:
May’s Workshop is focused on Fiduciary Responsibilities of the Business Owner and the agenda for the May 3rd seminar will include: *Services . Financial Professional . Investment Provider . Record-keeper . Third Party Administrator (TPA) . Trustee or Custodian . Other Providers *Fees and Expenses . Monitoring and oversight of fees and expenses *Investments . Selecting an investment manager . Creating an investment menu . Limiting your liability . Monitoring and oversight of the investment selection process *Disclosure . Plan-related information . Investment-related information . Deductions from participants accounts This workshop is FREE of charge. Registration is required as seating is limited.
Directions:
2009 Market Street Camp Hill, PA 17011
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For general inquiries email us at:
wschamber@wschamber.org
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