ERISA Compliance Update for 401(k) Retirement Plan Sponsors

Tuesday, February 7, 2012

Eldridge Investment Advisors and Baker Newman Noyes recently sponsored a Fiduciary Responsibility Workshop in association with the Human Resource Certification Institute, tailored specifically to HR professionals and senior level executives responsible for fiduciary oversight of an employer-sponsored defined contribution retirement plans, including 401(k) and 403(b). The keynote speaker for the event was Mary Rosen, J.D., associate regional director, Employee Benefits Security Administration of the U.S. Department of Labor.

Her presentation, “Fiduciary Responsibility & Pending Fee Disclosure Regulations,” covered service provider fee disclosure and participant-level fee disclosures under ERISA 408(b)(2) for plan sponsors.

The full audio of her presentation as well as her presentation slides are available on the Eldridge Investment Advisors’ website at www.eldridgeco.com.

About Eldridge Investment Advisors

Eldridge Investment Advisors, Inc., located in Manchester, NH, is a leading independent investment advisory firm focused on retirement plan and investment consulting for individuals, families, corporations and trusts throughout New England and beyond. With the added capability to provide retirement plan administration through its affiliated company Stephen Eldridge & Company, Inc., the firm is especially well-suited to meet the needs of the principals and key executives of privately held businesses.

Securities offered through LPL Financial. Member FINRA/SIPC.

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NEWS RELEASE

December 12, 2011

For more information, contact:

Sean P. Riley

800-821-3812 ext. 352

Audio

Listen to full presentation:

Fee Disclosure Regulations under ERISA 408(b)(2)


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