Tuesday, August 29, 2006
7:30 a.m. - 9:00 a.m.
"Retirement Plans: Managing Your Fiduciary Responsibility"
presented by
Brian C. Perkes, MBA
OppenheimerFunds
In this session, Brian will explain the tools that employers should use to avoid the common fiduciary mistakes (and legal liability) in the offering of a plan. The presentation includes a discussion of:
- How information should be shared with enrollees
- How to ensure that the plan has enough variety in the investment offerings
- How to define and create an investment policy statement
- Ways to respond to participant inquiries
Special attention is paid to ERISA Section 404(c) and ways to use your plan options to limit liability .
About the Speaker:
Brian Perkes is Vice President and Regional Sales Manager for OppenheimerFunds covering all distribution channels in the Dallas area. Through 2002, Brian was responsible for the Wirehouse distribution channel in Texas, Oklahoma, Arkansas and Kansas. Brian has over ten years financial services experience including two years as an Oppenheimer regional sales representative. Mr. Perkes came to OppenheimerFunds in May 1998, from American Express Financial Advisors, where he was a Financial Advisor for three years in Denver, CO. Brian holds a B.A. in international business and a M.B.A. in finance from the University of Colorado.
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This program has been submitted for approval for PHR/SPHR Recertification credit.
Meeting Costs
for those who Pre-Register by August 24:
Members $30
Non-Members $40
Pre-Registration:
Now Closed.
On-site Registration Cost:
Members $45
Non-Members $55
Agenda:
Registration: 7:00 am |
Breakfast Available: 7:15-7:45 am |
Program: 8:00 am - 9:00 am |
Location:
Crowne Plaza Hotel
North Dallas-Addison
14315 Midway Rd
Addison, TX 75001
(972) 980-8877
Sponsorship:
Please contact
Buffy Peschka
for sponsorship information.
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