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Posts Tagged ‘AIF’

BeManaged Co-Founder Presenting at ‘10 fi360 National Conference

Tuesday, April 27th, 2010 by Chad Griffeth, AIF

fi360 '10 National ConferenceAs in ‘09, I will be presenting with a distinguished panel of speakers on the timely topic of 401(k) advice at the ‘10 fi360 National Conference. The session, titled “401(k) Participant Advice: How to Protect Plan Sponsors and Yourself.”

And yourself you ask? In our experience, we have found advisors and their clients have a difficult time quantifying the fiduciary risk of providing individual advice to participants. The other panelists, listed below, will help advisors better understand the risk/reward of providing 401(k) participant advice, as well as how the PPA Fiduciary Adviser safe harbor can be used to protect their plan sponsor clients. Come join us at 9:15am on Friday, May 7th in Mediterranean Salon 1 & 2.

Mike DiCenso, PRP, LLIF, AIF
National Practice Leader at Gallagher Retirement Services
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Jason Roberts, Esq., AIFA
Partner at Reish & Reicher
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Scott Holsopple
President at Smart401k
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Chad Griffeth, AIF
Co-Founder | President at BeManaged
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Fiduciary360 on Fox Business Regarding Financial Regulation

Monday, March 22nd, 2010 by Chad Griffeth, AIF

Our friend Blaine Aikin of Fiduciary360 was featured today on Fox Business regarding Senator Dodd’s financial regulation bill. While the bill is not all it could be, it is viewed as a step in the right direction by Blaine.

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Grand Rapids 401(k) Expert is Featured Panelist at ‘09 CFDD National Conference

Thursday, October 8th, 2009 by Chad Griffeth, AIF

BeManagedThe lingering and wide-reaching impact of the economic crisis and impending financial planning/services industry regulatory overhaul were at the forefront of this year’s fifth annual Center for Due Diligence, or CFDD, National Conference in Scottsdale, Ariz. Chad Griffeth, an Accredited Investment Fiduciary designee from BeManaged | Actium, was among those attending the three-day educational event, focused on lessons learned from the uncertain times, more ways to implement fiduciary practices and what to expect going forward with the current efforts to make rules, regulations and enforcement more consistent and create greater safeguards for investors.

Chad spoke on a featured panel regarding employee 401(k) advice, and BeManaged’s unique ability to deliver fiduciary advice to participants on a 1on1 basis, while also minimizing their clients’ exposure to fiduciary liability for their 401(k) plan. Attendees also were congratulated for being ahead of the curve in adopting high standards of care and encouraged to be even more vocal in their advocacy for the adoption of a fiduciary culture.

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