One of the things that we are proud of at Main Line Financial Advisors is our ongoing commitment to client education. Our continued hope is to provide content and direction to our clients and potential clients regarding the confusing world of fiduciary liability ERISA 3 (38) Regs and what you can do as a plan sponsor to be better prepared for a more stringent regulatory environment. We strive to offer the latest and most pertinent information so that you are always equipped and knowledgeable about what it means to be a prudent investor.
As a plan sponsor or trustee there are specific requirements and duties required of you under ERISA (Employee Retirement Securities Act) that if not followed properly could put you personally at risk. This is not an attempt to scare you, but rather educate you on what you can do to insulate and protect yourself from potential liability by delegating some of your responsibilities to others.
Mark Klein, an ERISA Attorney with the law firm Dilworth Paxson and Lawain McNeil of The Advisor Lab will be sharing an important presentation called ''The Seven Simple Truths Every Plan Sponsor Should Know''.
Following this initial session, the next series of discussions will be held on April 26, 2011, July 26, 2011 and October 26, 2011. Please, RSVP on or before January 18, 2011.
We will provide lunch and refreshments.
Please RSVP on or before January 18, at roundtableeducation.eventbrite.com or to akoval@mlfa.com, or calling 800-266-6532, ext 120.
We encourage you to attend, the information will be timely and important!
Wednesday Jan 26, 2011
12:00 PM - 12:00 PM EST
Printed courtesy of www.tricountyareachamber.com – Contact the TriCounty Area Chamber of Commerce for more information.
18 W Lightcap Rd, Pottstown, PA 19464 – (610) 326-2900 – harrison@tricountyareachamber.com