“A pure heart and an empty head”, as expressed in one court case, will not satisfy the fiduciary standards required for ERISA plans. “Good intentions” will not suffice. You probably have already read about it in the news… plaintiff’s attorneys are now filing charges against employers and the members of retirement committees for failure to meet their fiduciary duties. A prudent response might be to identify the standards of fiduciary practice associated with fiduciary duty imposed on decision-makers for ERISA plans. Now that everyone is marketing services under the fiduciary banner, our goal is to separate fact from fiction by equipping you with a working plan for specific fiduciary duties and relating it to a course of action.
Approximate Presentation Time: 30 or 60 minutes

It has been said that getting a straight answer on fees from 401(k) providers is like pulling teeth! Get the scoop from an insider’s point of view on the retirement service industry’s “little secret”. This presentation will provide a discussion on the different types of “invisible” investment fees and explore efforts of the Department of Labor to help you uncover these fees from your existing service provider. Given the increasing pressure on service providers to fully disclose fees, you will benefit from this presentation as we will equip you with the information you will need to identify and negotiate fees.
Approximate Presentation Time: 30 or 60 minutes

The investment advice provisions of the recently enacted Pension Protection Act of 2006 relieve employers of liability associated with providing participants such advice… as long as the advice is provided by a “fiduciary advisor” under an “eligible investment advice arrangement”. This presentation provides a “how to” discussion on the issues involved in prudently selecting a “fiduciary advisor” and implementing an “eligible investment advice arrangement”.
Approximate Presentation Time: 30 or 60 minutes

August 2006, with the signature of President George W. Bush, the Pension Protection Act became the most comprehensive legislative package affecting Americans’ retirement plans to be enacted in decades! This presentation provides an overview of the Act, and recent updates, covering the important issues you will need to know regarding new automatic 401(k) enrollment arrangements, new participant investment advice arrangements, over-hauled pension funding rules, new compliance issues and more.
Approximate Presentation Time: 30 or 60 minutes
*Approved for CE credits from HRCI*
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