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You're Invited!

Join us for a 401(k) Plan Sponsor & Plan Fiduciary

 Free Lunch & Learn

Tuesday, December 3, 2019 - 11:30am - 1:30pm

Falls Church Marriott Fairview Park

As the Plan Fiduciary

Are you aware of and meeting all of your duties?


What is the significance of being a fiduciary?

Fiduciaries have important responsibilities and are subject to standards of conduct because they act on behalf of participants in a retirement plan and their beneficiaries.

  • Are you aware of your duties & responsibilities?
  • Do you have a documented process you follow?
  • When was the last time the plan was reviewed?

What are the consequences of not meeting your duties?

Lawsuits have been creeping down to smaller plans.  Regulators such as the Department of Labor and Internal Revenue Service, not just plantiffs' attorneys, are also scrutinizing small 401(k) plans.  It should come as no surprise that the DOL, IRS, and regulatory bodies are also out there looking to get fees and find openings for sponsors that don't have their fiduciary governance processes buttoned up and documented.

Engage with us for the answers to some of Qualified Plan Sponsors' most pressing questions and more

7 Questions every Plan Fiduciary should know

6 Things that scare Plan Fiduciaries

3 Items Plan Sponsors should know about changing Providers

Please RSVP by November 25th to reserve your spot to our next event


401(k) Plan Sponsor & Plan Fiduciary Lunch & Learn

 Date:  Tuesday, December 3rd - 11:30am - 1:30pm

Location:  Falls Church Marriott Fairview Park
Address:  3111 Fairview Park Drive, Falls Church, VA 22042

Hosted By:

Paul Masser of Benchmark Retirement Plan Services, Inc. will provide attendees his administrative insights over the last 25 years and 1,000 plus qualified plans and ways to provide great plan services to your employees while also protecting yourself as the plan fiduciary.   Paul is a member of the American Society of Pension Professionals and Actuaries (ASPPA), and he holds the designation of QKA, a Qualified 401(k) Administrator.  Paul is always learning ways to keep abreast of the everchanging qualified retirement plan regulations.

Edward C. Skelly, CLU, ChFC, RICP, RFC is President of Sterling Financial Partners in Ashburn, Virginia will provide information on lessons learned over 30 years working in the qualified retirement plan arena, as well as recent innovations in retirement plan offerings.  Including new 3(38) Fiduciary designs, and how to best deploy these to your plan participants.  Ed will also cover his plan benchmarking services for selecting and monitoring your plans service providers.

Securities offered through Valmark Securities, Inc., Member FINRA, SIPC | Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor | 130 Springside Drive, Suite 300, Akron, OH 44333-2431 | 1-800-765-5201 | Sterling Financial Partners, Inc. and Benchmark Retirement Plan Services, Inc. are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Can't Make it - Here are ways we can help...

Review My Plan

  • Have you been following a documented process?
  • When was the last time the plan was reviewed?
  • Has your current Advisor been out of contact?

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