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Event Details

    Fiduciary Fundamentals

    Date: September 7, 2017, 7:30am – 9:00am
    Laurie Smith
    Tysons Dulles Plaza Conference Center
    1420 Spring Hill Road
    McLean, Virginia 22102
    Event Type:
    Discussion Group Meeting
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    Joseph DeNoyoir from the Washington Financial Group will be facilitating an informative seminar that covers HR's fiduciary roles and responsibilities as members of retirement plan committees. We'll cover the requirements of being a fiduciary and how to help manage those requirements. We'll discuss proven processes and tools available to HR staff, as well as updates on regulatory requirements. We’ll discuss planning the year and setting fiduciary goals.


    About our facilitator:

    Joe DeNoyoir is the Managing Partner at Washington Financial Group (WFG) and the Partner in charge of WFG’s retirement plan group which services over 150 qualified plans. Since 1990, he has maintained a commitment to building an organization centered on client needs that seeks to provide unsurpassed service and independent advice for professionals, entrepreneurs, businesses and their employees. Joe is proud to lead the team at Washington Financial Group that was recently named the 2017 Plansponsor Retirement Plan Adviser of the Year in the Small Team category.1 The 2017 Plansponsor Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Joe is the Past President of the National Association of Plan Advisors (NAPA) as well as a Founding Lecturer at The Retirement University for Advisors at UCLA and a member of the Retirement Advisor Council (RAC). He was recently named to the 2016 Financial Times Top 401 Retirement Plan Advisors2 list as well as one of Planadvisor's 2017 Top 100 Retirement Plan Advisers3. Joe is a strong advocate of financial education for himself and his clients. He is an Accredited Investment Fiduciary® (AIF®), Chartered Retirement Plan Specialist® (CRPS®), Certified Plan Fiduciary Advisor (CPFA) and Certified 401(k) Professional – C(k)PTM. He is also an instructor for The Retirement Advisor University (TRAU) in Collaboration with UCLA Anderson School of Management Executive Education, where he educates qualified retirement plan advisors enrolled in the two-year C(k)PTM certification program. He is a graduate of The George Washington University in Washington, DC and holds a Bachelor of Science degree in Business Administration and Finance. Joe, his wife Stacy and son Anthony live in Vienna, Virginia. He is active in the hockey community as both a coach and a player. Joe also enjoys golf and travel.


    Please join us for this lively discussion. You are welcome to extend an invitation to interested colleagues.  No fee is charged for attending.  However, registration is required on-line, at least 24 hours in advance, via the Dulles SHRM web site ( -- Chapter Discussion Groups. If you have questions, contact Laurie Smith at 703-362-8082 or Participation may be limited to the first 25 people who sign up.