Fiduciary Responsibility Workshop Features
USDOL Speaker Mary Rosen

Nov. 2, 2011: "Breakfast with the DOL" updates HR and
C-level professionals with fiduciary oversight of defined contribution retirement plans

MANCHESTER, NH - Eldridge Investment Advisors and Baker Newman Noyes will sponsor "Breakfast with the Department of Labor" 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 plan, including 401(k) and 403(b). The workshop will take place on Wednesday, November 2, 2011, from 8:00 a.m. to 10:00 a.m. at The Derryfield Country Club, Manchester, NH. Registration and continental breakfast will begin at 7:30 a.m. Download event flyer.

The comprehensive workshop includes an update from the United States Department of Labor, Employee Benefits Security Administration, on the responsibilities of key decision makers. The featured speaker is Mary Rosen, associate regional director, US DOL, who will speak on "Fiduciary Responsibility & Pending Fee Disclosure Regulations."

Additionally, a representative from Alliance Bernstein will present "Making Defined Contribution Plans More Effective."

An outstanding feature of the event: Attendees will benefit from participating in a real-time, confidential, electronic survey that will generate a customized benchmarking report showing participants how their defined contribution plan stacks up against its peers based on national plan sponsor research results.

To reserve a space, please call 800-821-3812 ext. 352 or email Sean Riley.

About Featured Speaker Mary Rosen
Rosen is the associate regional director of the Boston Regional Office of the United States Department of Labor, Employee Benefits Security Administration (EBSA). As associate regional director, she assists the regional director in carrying out the enforcement program under the Employee Retirement Income Security Act of 1974 (ERISA), the Consolidated Omnibus Budget Reconciliation Act (COBRA) and the Health Insurance Portability and Accountability Act (HIPAA). In addition, she serves as technical advisor to the regional director and directly oversees the office’s outreach activities.

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.

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