October Legal Update & Luncheon
10:15 am - 11:15 am
Topic: How to Survive a DOL FMLA Audit
Speaker: Julie Ross
Are you ready if the DOL knocks on your door? FMLA audits and on-site investigations are on the rise. Julie will discuss her work with an employer on a recent FMLA audit and will share tips and recommendations on what to expect, how to respond, and how to prepare before the DOL knocks on your door. A current FMLA policy, well-documented processes, documented communications with employees about FMLA, certifications, required postings and other disclosures, are just some of the FMLA details Julie will discuss in this informative presentation.
Julie is a partner in the law firm of Ross | Gannaway, PLLC in Fort Worth. Her law practice is devoted solely to employment law, and she represents employers and management in both the public and private sector. Julie’s practice emphasizes all aspects of employment law including assisting clients on FMLA, FLSA and ADA issues; assisting clients against claims such as wrongful discharge, employment discrimination and harassment under Title VII, ADA, ADEA and other employment statutes; training in all areas of employment law; and investigation of employee complaints. Julie has a J.D. with honors from Texas Tech University and a B.B.A. in Accounting from the University of Texas.
11:30 a.m. to 1 p.m.
Topic: 401(k) and Fiduciary Liability. What you should know.
Speaker: April Rice
How much do you know about the Fiduciary Responsibilities you have as a trustee on your company's 401(k) plan? April Rice will walk you through the Fiduciary Guidelines and discuss some real life scenarios that you may come across. We will have a discussion on ways to interpret the Department of Labor's loose language, such as what they mean by the words reasonable, in the best interest of, and diversified investments. April will also discuss the ways in which trustees, fiduciaries, and businesses as a whole can protect themselves from a Fiduciary standpoint, and what types of documentation you should have ready, should the DOL ever show up at your door to look into your 401(k) plan.
April Rice is a Certified Insurance Counselor with seven years of experience in the commercial insurance industry. During those seven years, she has also worked extensively with her customers on 401(k) plans and the fiduciary responsibilities that come along with providing a 401(k).
April's entire seven years in insurance has been spent at Sentry Insurance, with positions as both Account Manager and 401(k) Specialist. She holds licenses as a Property and Casualty producer as well as a Life and Health Producer. She earned her designation as a CIC in 2016 and continues to pursue additional designations.
Prime Rib on Sourdough Roll
Red Velvet Cake
Ridglea Country Club
3700 Bernie Anderson Ave.
Fort Worth, Texas 76116
Reservations / Cancellations
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