Plan Sponsor and Fiduciary Update 2008
MANCHESTER, NH - Eldridge Investment Advisors in association with Stephen Eldridge & Company will host two 2008 Plan Sponsor and Fiduciary Update luncheons in Chestnut Hill, MA, and Burlington, MA, geared for plan sponsors, trustees, executives or employees charged with administering their company’s 401(K) or retirement and benefit plans.
Moderator Sean P. Riley, a retirement plan specialist with Eldridge Investment Advisors, has assembled a panel of experts to address new developments in fee disclosure, litigation, and the already rigorous fiduciary laws, this discussion will provide a review of best practices and an overview of ERISA fiduciary concepts that impact the way your 401(k) plan is structured and operates. Attendees will be more familiar with how to keep a retirement plan competitive and compliant while managing exposure to corporate and personal liability.
Panelists for the events include:
Newton H. Kershaw, Esq., Devine, Millimet & Branch, P.A.
Attorney Kershaw focuses his legal practice in the area of employee benefits and ERISA law. He has represented businesses before the Department of Labor as well as the Internal Revenue Service and routinely works with his firm’s commercial litigators in connection with ERISA or benefits related litigation.
Steven R. Boivin, SR Boivin, CPA, P.L.L.C.
Mr. Boivin is a 401(k) and pension audit specialist. He brings over 20 years of public accounting audit experience to our panel. Prior to starting his own firm in 2006 Mr. Boivin was an audit Principal and Director of Ernst & Young’s New England area Employee Benefit Plan Services Group.
Craig Garner, QPA Stephen Eldridge & Company, Inc.
Craig is a Qualified Pension Administrator and member of the American Society of Pension Actuaries. Since 1985, Craig has specialized in retirement plan design, consulting, and administration of large employer plans. He oversees the technical, compliance and quality control aspects of the Retirement Plan Administration Department.
For more information or to reserve a space at one of the following scheduled events, please call 800-821-3812 ext. 340 or email Sean Riley.
September 25, 2008
The Capital Grille, Burlington, MA 01803
11:30 am to 1:00 pm.
September 30, 2008
The Capital Grille, Chestnut Hill, MA 01803
11:30 am to 1:00 pm.
About Eldridge Investment Advisors
Eldridge Investment Advisors, Inc., located in Manchester, NH, is an 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.