Legal Issues: Legal Series

Breakfast meetings are held throughout our program year on topics of employment law and employee relations. The intimate meetings provide the opportunity go in detail on specific laws and legislative changes to help your company stay compliant. We also cover various employee relations pieces such as conducting investigations, procedures and policies and disciplinary issues.

We held a Retirement Plan Symposium on Thursday, May 24th (2012).  Links below to presentations given that day:

2012 Guide to Retirement

Knowing Your Fiduciary Rights

Guide to the Markets

John Wirtshafter - Things that Go Bump in the Night

401K Fee Disclosure

Overview of the New ERISA Fiduciary Governance Landscape with Best Practices


Presentation from Other Legal Series Meetings in 2011

Navigating the EEOC and OCRC:  Tips, Advice and Best Practices (April 13, 2011) - View PPT slides

Ohio Workers' Compensation Defense:  Winning the Fight (March 25, 2011) - View PPT slides

Bullying in the Workplace – A New Frontier of Liability (Feb 22, 2011) - View PPT slides

 

We held a 401 (k) Symposium on Tuesday, May 25th (2010) from 7:30 AM - 12:00 PM
Here are the links to the presentations from that day

Susan Gilmore Fultz, U.S. Department of Labor
Brian Mezey, Retirement Plan Advisor - Raymond James

Dale Vlasek, McDonald Hopkins - When Do You Need an ERISA Attorney?

Jonathan Blaze, Regional Retirement Consultant - Thornburg Investment Management

Bob Starr, ADP

Pamela Noble, Noble Davis

Tom Harrison, Corrigan Krause