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Retirement Plan Consulting Seminar

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Name: Retirement Plan Consulting Seminar
Date: January 15, 2020
Time: 8:30 AM - 10:00 AM EST
Event Description:
Is your company equipping its employees for retirement? Is your retirement plan compliant? Is your business at risk under DOL and ERISA rules? 

Join members and friends of the Siesta Key Chamber for this interactive discussion with OneGroup Wealth's Retirement Advisors.

Who should attend: business owners, non-profit leaders, retirement plan sponsors, boards of trustees.

Understand the responsibilities of retirement plan sponsors and fiduciaries under DOL and ERISA. Learn about the tools and resources available to support retirement plan sponsors including plan governance, design, Investment Policy Statement development and employee education. Discuss relevant regulatory developments that may impact your current or future employer sponsored retirement plans. Stay informed to ensure your obligations as business owner and fiduciary are met. 

Start the new year with best practices you can put to work.

Coffee and pastries will be served.

Contact Angela Webster, 941-487-1764 or, to reserve your seat.
Event Sponsors:
  • OneGroup Wealth Investment Services
St Boniface Parrish Hall
5615 Midnight Pass Rd
Siesta Key, FL 34242
Date/Time Information:
8:30 - coffee & pastries
9:00 - program with Q&A
10:00 - wrap-up
Contact Information:
Angela Webster
FREE, but advance registration requested by Jan. 13, 941-487-1764
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