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Event Details

    “Retirement Plan Fees – How Much is Too Much?”

    Date: April 20, 2016, 7:30am
    Organizer:
    Program Committee
    Location:
    HLGU Partee Center Cafeteria (Enter from Highway 168)
    7:30 - Complimentary Breakfast Buffet
    8:00 - Meeting
    Price:
    Free to Members & HR Students
    Event Type:
    Meeting
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    Kelli Grelles and Sean Duggan from the Moneta Group will discuss retirement plan administration, investment management, and handling of revenue sharing in this presentation.  They will also review recent litigation surrounding the laws, which were revised in recent years. 

    Are you in compliance?

    Are you properly documenting to show compliance?

    Are you distributing the proper notices to your plan participants before deadlines?

    An HLGU Map follows.  Meeting will be held in the Partee Center Cafeteria:

    http://www.hlg.edu/newsinfo/directions.php