Due to the outstanding turnout and feedback of the '07 Fiduciary Forum, we have organized another great event that includes the top two ERISA firms in the area, Warner Norcross and Miller Johnson, the top fiduciary training organization in the nation, Fiduciary360, as well as a leading fiduciary advisor group, BeManaged | Actium. The goal of this event is to provide attendees the training and education they need in order to continually improve their role as prudent plan fiduciaries. Here are the details:

When: Tuesday, October 13th from 8:30am - 2:00pm

Where: Frederik Meijer Gardens - Porter and Brewer Rooms. Click for Map

Registration: Begins at 8:00am at Frederik Meijer Gardens, on the main level near the Porter and Brewer Rooms

Cost: $75/person - Includes coffee/tea service, lunch, fiduciary handbook (PDF), and fi360 Investment Steward Handbook.

NOTE: This is a not-for-profit event, and no speaker is receiving compensation for their time. Any proceeds that exceed the costs of the event will be donated to Degage Ministries.

Beautiful Meijer Gardens in Grand Rapids, MI

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Agenda

8:00 AM - 8:30 AM - Registration

8:30 AM - 9:30 AM - John McKendry - You Shouldn't be the Lone Fiduciary - Assuring that your advisers and service providers receive only reasonable compensation and assume appropriate fiduciary and performance liability

9:30 AM - 10:30 AM - Tony Kolenic - The Plan Sponsor's Toolbox: Fiduciary 'Safe Harbors' and Contract Analysis to Ensure Your Advisor is a Fiduciary?

10:30 AM - 11:30 AM - Frank Berrodin - Plan Fees: Understanding the true cost of maintaining a retirement plan and the alternative ways of paying various plan expenses

11:30 AM - 12:30 PM - Chad Griffeth, AIF - Practical Fiduciary Solutions for Conflict Free Participant Advice, Implementing Process in Your Fiduciary Investment Monitoring, and Benchmarking Your Provider

12:30 PM - 12:45 PM - Lunch Served

12:45 PM - 1:45 PM - Kristina Fausti - Introduction to fi360 and Perspectives on Fiduciary Issues in the Legislative and Regulatory Landscape

1:45 PM - 2:00 PM - Q & A

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Contact Us

Phone: (616) 871-0751

Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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