As plan fiduciaries, your decisions are under scrutiny. Plan audits and recent litigation, as well as newly required disclosures, have exposed fees that employers and employees had no idea were hidden in their plan. Our experts will cover how to fully understand your plan’s fees, who gets paid, and how. After this seminar, participants will be able to: • Understand the different types of audits that affect plans • Explain recent fiduciary litigation involving retirement plans • Match up costs and services of plan service providers to justify fees

1. DATE
SEPTEMBER 25, 2014
TIME
11:30 A.M. - 1:00 P.M.
LOCATION
CRESCENT CLUB
6075 POPLAR AVENUE
Memphis, Tennessee
CPE
1 CPE CREDIT
COST
NO CHARGE
ADDITIONAL INFORMATION
LIMITED SPACE &
PRE-REGISTRATION
REQUIRED
LUNCH
INCLUDED
CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
Mayer Hoffman McCann P.C. (MHM) is an independent CPA firm providing audit, review, and attest services
and works closely with CBIZ, a business consulting, tax and financial services provider.
REGISTER
RSVP by September 22nd to Laura Brandon
at laurab@legacywealth.com or 901.758.9006
As plan fiduciaries, your decisions are under scrutiny. Plan audits and recent litigation, as well as newly required disclosures, have exposed fees that employers and employees had no idea were hidden in their plan. Our experts will cover how to fully understand your plan’s fees, who gets paid, and how.
LEARNING OBJECTIVES
After this seminar, participants will be able to:
• Understand the different types of audits that affect plans
• Explain recent fiduciary litigation involving retirement plans
• Match up costs and services of plan service providers to justify fees
FEES UNCOVERED
IN YOUR COMPANY’S
401(k) PLAN:
HIGH OR LOW,
AND HOW DO YOU KNOW?
Linda Lauer
Managing Director
CBIZ MHM, LLC
David Thornton
Member
Bass, Berry & Sims PLC
Jeff Barnes
Director of Retirement
Plan Services
Legacy Wealth Management, Inc.
LUNCHEON SEMINAR