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You are invited to attend an Exclusive Event
Lunch and Learn:
401K and T & E Expense
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When: Thursday,
December 18, 2008
Time: 11:00 AM to 1:00 PM
Where: Hotel Pere Marquette
501 Main St
Peoria, IL 61602
(309) 637-6500
Agenda:
11 AM to 12 PM - 401K Discussion
12 PM to 1 PM - Travel & Entertainment
Expense Discussion
Complimentary Lunch will be served
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Fees Associated with 401K
Beginning in 2009, the Department of Labor is requiring you to fully
disclose ALL fees in your 401K plan.
We will review all possible fees you could have in your 401K plan and will share how to find YOUR specific plan fees.
Advice and Education
How much 401K advice and education should your employees receive? We will review what is “Typical”, and also review what you should expect and require from your current advisor/broker.
Fiduciary Requirements
If I am a Fiduciary, what am I required to do?
Travel & Entertainment Expenses
· Cut operational costs up to 37% in as little as 90 days.
· Optimize business travel, eliminate expense reporting processing Concur’s on-demand services deliver immediate ROI with little impact on capital expenditure.
· Your budget’s been cut. Now it’s the time to cut costs.
Presentors:
...Travel & Entertainment Expenses
Chad M. Seybold
Travel & Expense Specialist District Manager
ADP Major Accounts & Concur Technologies, Inc.
…Corporate Retirement Plans
Anthony M. Killian
ADP– District Manager 401k
Member FINRA, SIPC
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| Register Quickly - Space is Limited |
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