Invitation to Webinar on proposed Department of Labor DOL fiduciary regulations as they pertain to 401(k), IRA and the retirement plan market place. Hosted by Daniel Halle, AIF, RPA of P&A Group and Retirement Plan Advisory Group RPAG.

1. You’re Invited to a Webinar
Fiduciary Compliance Update
Webinar Offered: Hosted By: RSVP:
Tuesday, November 10, 2015
8:00 a.m. – 8:45 a.m. PST
Thursday, November 12, 2015
11:00 a.m. – 11:45 a.m. PST
Jennifer Dack Brooks, J.D.
Plan Consultant and ERISA
Specialist
Daniel Halle, AIF, RPA
halled@padmin.com
(include your contact information
and the date you wish to attend)
What Retirement Plan Sponsors Need to Knowabout the Department of Labor’s (DOL) Proposed Regulation
for Defining an ERISA “Fiduciary”
The DOL’s sweeping proposed regulation expands the universe of individuals who are subject to ERISA’s
fiduciary standards when advising 401(k) plans and other qualified retirement plans. This webinar will
provide an overview of the proposed regulation and provide insight to plan sponsors regarding how their
plans may be affected. Of particular interest to many plan sponsors will be significant changes related to
participant investment education.
» Webinar Registration
RSVP to Dan Halle
halled@padmin.com
(Please be sure to include your contact information; webinar access instructions will be provided when you
RSVP).
There is no cost to attend this event (plan sponsors only, please).
Questions? Call Dan Halle at
1.800.688.2611 Ext. 5405
» About Retirement Plan Advisory Group
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companyas a resultof ourmembershipwithRPAG includes,butisnotlimitedto,investmentdue diligence,RFPandFee
Benchmarking,PlanDesignandFiduciaryReview andCommunicationservices.
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level of strategies,systems andservices forqualifiedandnonqualifiedplansponsorclients. Asone of the largest
independentconsultingnetworksinthe U.S.,our services –includinginvestmentanalysis,plandesign,fee
benchmarkingsandemployeecommunications –helptoenhance investmentopportunitiesforparticipants,while
protectingfiduciariesfromliabilityandloss. Learnmore atwww.rpag.com.
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