June Breakfast Meeting: Retirement Plans: Insight on Fiduciary ResponsibilitiesClick Hereto register
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Retirement Plans: Insight on Fiduciary Responsibilities
The responsibilities of retirement plan fiduciaries continue
to evolve with recent legislation and court decisions. Many of the decisions
fall back to the basics: what is 404(c)? What is 404(a)?
This presentation will give you a primer on definitions of
fiduciaries and means to reduce your risk. We will also look at recent court
decisions and the impact they may have on your day-to-day responsibilities. Without the basic knowledge
of responsibilities, it is difficult to manage your tasks: prudent process, due
diligence and documentation.
This will help you navigate the bigger picture of your role as
fiduciary.
Who should attend?
• Benefit managers
• Financial officers
• Human resource managers
• Financial and benefits professionals
• Risk managers
If you are a fiduciary or think you are a fiduciary—you
should attend this breakfast meeting.
ATTEND our breakfast meeting on Wednesday, June 2 at the Holiday Inn Orange County Airport. Registration and breakfast begin at 8:00 a.m., and our speaker will present from 8:30 a.m. to 9:30 a.m. Please Click Here for additional program information. Date June 2, 2010 (Wednesday) R.S.V.P.By May 30, 2010 Time 8:00 a.m. – Registration & Breakfast 8:30 – 9:30 a.m. – Program Register Online! Visit us at http://ociscebs.org/registeronline.html to register for this meeting. You can also pay with a credit card or PayPal account through this web site.
Location Holiday Inn – Orange County Airport, 2726 South Grand Avenue, Santa Ana, California (714) 481-6300
Cost $20 – LA & OC Chapter Members $30 – Guests and Nonmembers (Nonmembers are welcome.)
Speaker
Speaker
Jill Barry Shea, CEBS, Principal, Shea Retirement Services,
Inc., Irvine, California Ms. Shea is a founding principal of Shea Retirement
Services, Inc. in Irvine, California. She has specialized in the field of
retirement planning since 1992. Before starting her own firm, Ms. Shea spent
nearly ten years as an executive at Zahorik Company focusing on retirement
plans of large nonprofit hospitals. From 2001 until 2006, she worked at Mercer
in Newport Beach overseeing the midmarket corporate retirement plans practice.
Ms. Shea assists plan sponsors with plan design and compliance, fiduciary
reviews, investment monitoring, and participant education. She also conducts
vendor searches. Ms. Shea received her certified employee benefit specialist
(CEBS) designation in 2003, her accredited investment fiduciary (AIF)
designation in 2007 and has many professional licenses. She received her B.A.
degree from Scripps College in Claremont.
