Where
Fircrest Golf Club
1500RegentsBlvd
Tacoma, WA 98466
Upcoming
11:45 a.m. Thursday, March 14, 2013
Cost
Buy
Categories
Events,
Conferences,
Sales | Retail
You are cordially invited to attend a lunch event, outlined below, hosted by Spectrum Pension Consultants, Inc. and Fortune Management Group, Inc. Devitt Barnett, President and Shareholder at Thorson Barnett & McDonald, P.C., Author of Private Pension Plans and QDROs , and nationally recognized authority on Employee Benefits and specifically ERISA will speak at a lunch event at Fircrest Golf Club in Tacoma, WA on Thursday, March 14, 2013. Mr. Barnett has used over 30 years of legal experience in representing companies in hundreds of conflicts ranging from simple personal disputes to complex ERISA, corporate, and legal conflicts. He graduated from Western Washington University undergraduate program, attended Gonzaga University Law School, and received his Masters is Taxation (LLM) from Boston University School of Law. Mr. Barnett has been recognized by his peers and admitted into "Best Lawyers in America" and "Who's Who in American Law." He has also been awarded the highest ratings given by the national attorney ranking organization Martindale Hubbell (AV rating) each year for the past 20 years, and in January he was named a leading lawyer in the Puget Sound Region for 2013, as determined by his peers locally. The firm's distinguished client list is a who's who of private companies, public municipalities, and non-profits in the Pacific Northwest, including the Region's largest Banks, Hospitals, Insurance Brokerages and even Cities and Counties. Attendees will receive 1.5 Credits (75 Credit Minutes) of Continuing Professional Education (CPE) for the following disciplines: Accountant (WA State), Attorney (WA State), Society of Human Resources and Management (SHRM), American Society of Pension Professionals and Actuaries (ASPPA). Devitt Barnett will discuss five specific topics in this annual ERISA Update: 1) Being a Fiduciary including Increasing Concerns over Participant Direction of Investment,2) Plan Committee Governance, Negotiating Contracts and Insurance Coverage for Plan Fiduciaries,3) Fee Disclosure & Understanding Retirement Plan Fees, Recent Federal Litigation and Changes in Fiduciary Standards,4) NAV Mutual Funds vs. Pooled Separate Accounts vs. Collective Investment Funds (Level 1, 2, & 3 Investments),5) Plan Sponsor Forum with real committee Questions & Answers. Cost: $75, Complimentary for Spectrum or FMG Clients and Invited Guests (inquire directly to cwaldron@spectrumpension.com, toll free at 888.565.401k).When: Thursday, March 14, 2013          Please arrive at 11:45 AM. Lunch will be served at 12 noon, and Mr. Barnett's presentation will begin at 12:15 PM.Where: Fircrest Golf Club            1500 Regents Blvd.             Fircrest, WA 98466
ERISA Update Invited Guest 0.00
ERISA Update Paid Attendee 75.00
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